InceptionR’s OneMain Financial OMF Stock Holding History

InceptionR’s Portfolio OMF Stock Details OMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,601	Closed	-$734K	–	802
2024 Q3	$734K	Buy	+15,601	New	+$750K	0.18%	222
2023 Q4	–	Sell	-10,180	Closed	-$408K	–	491
2023 Q3	$408K	Sell	10,180 -9,476	-48%	-$405K	0.23%	190
2023 Q2	$859K	Buy	+19,656	New	+$767K	0.46%	46
2023 Q1	–	Sell	-6,176	Closed	-$206K	–	549
2022 Q4	$206K	Buy	+6,176	New	+$219K	0.11%	345

Other funds holding OMF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

InceptionR's OMF Position: Q4 2024 in Review

InceptionR sold out of OneMain Financial (OMF) in Q4 2024, closing a stake of 15,601 shares — an estimated $734K sold.

InceptionR first reported a position in OMF in Q4 2022 and held it in 4 quarters. The position peaked at $859K in Q2 2023. 406 funds tracked by Wall St. Rank hold OMF as of Q4 2024.

InceptionR reported no remaining OneMain Financial position as of Q4 2024 after selling out during the quarter.
InceptionR sold 15,601 OneMain Financial shares in Q4 2024, an estimated $734K.
InceptionR first reported a position in OneMain Financial in Q4 2022 and held it in 4 quarters.
InceptionR's OneMain Financial position peaked at $859K in Q2 2023.
406 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.