Federated Hermes
OPY icon

Federated Hermes’s Oppenheimer Holdings OPY Stock Holding History

Federated Hermes’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-195
Closed -$6K – 2268
2018
Q3 		$6K Sell
195
-585
-75% -$18K ﹤0.01% 2035
2018
Q2 		$22K Buy
+780
New +$21.7K ﹤0.01% 1791
2014
Q2 		– Sell
-3,467
Closed -$97K – 1992
2014
Q1 		$97K Buy
+3,467
New +$88.1K ﹤0.01% 1590

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Federated Hermes's OPY Position: Q4 2018 in Review

Federated Hermes sold out of Oppenheimer Holdings (OPY) in Q4 2018, closing a stake of 195 shares — an estimated $6K sold.

Federated Hermes first reported a position in OPY in Q1 2014 and held it in 3 quarters. The position peaked at $97K in Q1 2014. 92 funds tracked by Wall St. Rank hold OPY as of Q4 2018.

  • Federated Hermes reported no remaining Oppenheimer Holdings position as of Q4 2018 after selling out during the quarter.
  • Federated Hermes sold 195 Oppenheimer Holdings shares in Q4 2018, an estimated $6K.
  • Federated Hermes first reported a position in Oppenheimer Holdings in Q1 2014 and held it in 3 quarters.
  • Federated Hermes's Oppenheimer Holdings position peaked at $97K in Q1 2014.
  • 92 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2018.

Based on Federated Hermes's 13F filing for Q4 2018, filed 13 Feb 2019.