Ironwood Investment Counsel’s Optimum Communications Inc OPTU Stock Holding History

Ironwood Investment Counsel’s Portfolio OPTU Stock Details OPTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38,400	Closed	-$78.3K	–	258
2024 Q2	$78.3K	Sell	38,400 -3,200	-8%	-$7.11K	0.01%	255
2024 Q1	$109K	Sell	41,600 -1,000	-2%	-$2.52K	0.02%	254
2023 Q4	$138K	Sell	42,600 -2,700	-6%	-$7.07K	0.03%	250
2023 Q3	$148K	Hold	45,300	–	–	0.03%	242
2023 Q2	$137K	Hold	45,300	–	–	0.03%	216
2023 Q1	$155K	Buy	45,300 +19,200	+74%	+$81.6K	0.04%	206
2022 Q4	$120K	Hold	26,100	–	–	0.03%	204
2022 Q3	$152K	Sell	26,100 -13,400	-34%	-$128K	0.04%	180
2022 Q2	$365K	Buy	39,500 +5,575	+16%	+$58.4K	0.1%	137
2022 Q1	$423K	Buy	33,925 +3,575	+12%	+$47.8K	0.1%	137
2021 Q4	$491K	Buy	30,350 +10,775	+55%	+$183K	0.11%	128
2021 Q3	$405K	Buy	+19,575	New	+$570K	0.1%	139

Other funds holding OPTU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ironwood Investment Counsel's OPTU Position: Q3 2024 in Review

Ironwood Investment Counsel sold out of Optimum Communications Inc (OPTU) in Q3 2024, closing a stake of 38,400 shares — an estimated $78.3K sold.

Ironwood Investment Counsel first reported a position in OPTU in Q3 2021 and held it in 12 quarters. The position peaked at $491K in Q4 2021. 164 funds tracked by Wall St. Rank hold OPTU as of Q3 2024.

Ironwood Investment Counsel reported no remaining Optimum Communications Inc position as of Q3 2024 after selling out during the quarter.
Ironwood Investment Counsel sold 38,400 Optimum Communications Inc shares in Q3 2024, an estimated $78.3K.
Ironwood Investment Counsel first reported a position in Optimum Communications Inc in Q3 2021 and held it in 12 quarters.
Ironwood Investment Counsel's Optimum Communications Inc position peaked at $491K in Q4 2021.
164 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2024.

Based on Ironwood Investment Counsel's 13F filing for Q3 2024, filed 14 Nov 2024.