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Jeereddi Investments’s Oportun Financial OPRT Stock Holding History

Jeereddi Investments’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
2021
Q2 		– Sell
-11,000
Closed -$228K – 59
2021
Q1 		$228K Hold
11,000
– – 0.16% 49
2020
Q4 		$213K Hold
11,000
– – 0.17% 46
2020
Q3 		$130K Hold
11,000
– – 0.12% 49
2020
Q2 		$148K Buy
+11,000
New +$102K 0.16% 43

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jeereddi Investments's OPRT Position: Q2 2021 in Review

Jeereddi Investments sold out of Oportun Financial (OPRT) in Q2 2021, closing a stake of 11,000 shares — an estimated $228K sold.

Jeereddi Investments first reported a position in OPRT in Q2 2020 and held it in 4 quarters. The position peaked at $228K in Q1 2021. 75 funds tracked by Wall St. Rank hold OPRT as of Q2 2021.

  • Jeereddi Investments reported no remaining Oportun Financial position as of Q2 2021 after selling out during the quarter.
  • Jeereddi Investments sold 11,000 Oportun Financial shares in Q2 2021, an estimated $228K.
  • Jeereddi Investments first reported a position in Oportun Financial in Q2 2020 and held it in 4 quarters.
  • Jeereddi Investments's Oportun Financial position peaked at $228K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2021.

Based on Jeereddi Investments's 13F filing for Q2 2021, filed 16 Aug 2021.