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HealthInvest Partners’s Option Care Health OPCH Stock Holding History

HealthInvest Partners’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-54,395
Closed -$1.51M – 40
2024
Q2 		$1.51M Sell
54,395
-78,500
-59% -$2.34M 0.92% 25
2024
Q1 		$4.46M Buy
132,895
+95,672
+257% +$3.1M 2.71% 15
2023
Q4 		$1.25M Buy
+37,223
New +$1.14M 0.98% 24
2022
Q4 		$22.1K Buy
+736
New +$22.8K 0.04% 30

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

HealthInvest Partners's OPCH Position: Q3 2024 in Review

HealthInvest Partners sold out of Option Care Health (OPCH) in Q3 2024, closing a stake of 54,395 shares — an estimated $1.51M sold.

HealthInvest Partners first reported a position in OPCH in Q4 2022 and held it in 4 quarters. The position peaked at $4.46M in Q1 2024. 339 funds tracked by Wall St. Rank hold OPCH as of Q3 2024.

  • HealthInvest Partners reported no remaining Option Care Health position as of Q3 2024 after selling out during the quarter.
  • HealthInvest Partners sold 54,395 Option Care Health shares in Q3 2024, an estimated $1.51M.
  • HealthInvest Partners first reported a position in Option Care Health in Q4 2022 and held it in 4 quarters.
  • HealthInvest Partners's Option Care Health position peaked at $4.46M in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Option Care Health as of Q3 2024.

Based on HealthInvest Partners's 13F filing for Q3 2024, filed 12 Nov 2024.