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Hillsdale Investment Management’s Oportun Financial OPRT Stock Holding History

Hillsdale Investment Management’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,800
Closed -$47K – 603
2022
Q3 		$47K Sell
10,800
-401,800
-97% -$2.86M ﹤0.01% 468
2022
Q2 		$3.41M Buy
412,600
+79,482
+24% +$916K 0.27% 136
2022
Q1 		$4.78M Buy
333,118
+85,018
+34% +$1.42M 0.31% 118
2021
Q4 		$5.02M Buy
+248,100
New +$5.8M 0.34% 104

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Hillsdale Investment Management's OPRT Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Oportun Financial (OPRT) in Q4 2022, closing a stake of 10,800 shares — an estimated $47K sold.

Hillsdale Investment Management first reported a position in OPRT in Q4 2021 and held it in 4 quarters. The position peaked at $5.02M in Q4 2021. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Oportun Financial position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,800 Oportun Financial shares in Q4 2022, an estimated $47K.
  • Hillsdale Investment Management first reported a position in Oportun Financial in Q4 2021 and held it in 4 quarters.
  • Hillsdale Investment Management's Oportun Financial position peaked at $5.02M in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.