Granite Investment Partners’s OptimizeRx OPRX Stock Holding History

Granite Investment Partners’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-398,747	Closed	-$10.9M	–	269
2022 Q2	$10.9M	Sell	398,747 -31,109	-7%	-$922K	0.46%	89
2022 Q1	$16.2M	Buy	429,856 +188,597	+78%	+$8.35M	0.55%	74
2021 Q4	$15M	Buy	241,259 +7,981	+3%	+$605K	0.44%	91
2021 Q3	$20M	Buy	+233,278	New	+$14.6M	0.62%	64
2019 Q4	–	Sell	-30,761	Closed	-$446K	–	328
2019 Q3	$446K	Hold	30,761	–	–	0.02%	277
2019 Q2	$498K	Sell	30,761 -26,987	-47%	-$364K	0.03%	276
2019 Q1	$734K	Buy	57,748 +26,987	+88%	+$351K	0.04%	268
2018 Q4	$337K	Sell	30,761 -15,239	-33%	-$225K	0.02%	284
2018 Q3	$828K	Hold	46,000	–	–	0.05%	188
2018 Q2	$478K	Buy	+46,000	New	+$473K	0.03%	234

Other funds holding OPRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Granite Investment Partners's OPRX Position: Q3 2022 in Review

Granite Investment Partners sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 398,747 shares — an estimated $10.9M sold.

Granite Investment Partners first reported a position in OPRX in Q2 2018 and held it in 10 quarters. The position peaked at $20M in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

Granite Investment Partners reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
Granite Investment Partners sold 398,747 OptimizeRx shares in Q3 2022, an estimated $10.9M.
Granite Investment Partners first reported a position in OptimizeRx in Q2 2018 and held it in 10 quarters.
Granite Investment Partners's OptimizeRx position peaked at $20M in Q3 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Granite Investment Partners's 13F filing for Q3 2022, filed 24 Oct 2022.