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Kennedy Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Kennedy Capital Management’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-76,709
Closed -$2.41M – 695
2020
Q4 		$2.41M Sell
76,709
-22,695
-23% -$640K 0.05% 484
2020
Q3 		$2.22M Buy
+99,404
New +$2.31M 0.06% 477

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kennedy Capital Management's OPY Position: Q1 2021 in Review

Kennedy Capital Management sold out of Oppenheimer Holdings (OPY) in Q1 2021, closing a stake of 76,709 shares — an estimated $2.41M sold.

Kennedy Capital Management first reported a position in OPY in Q3 2020 and held it in 2 quarters. The position peaked at $2.41M in Q4 2020. 96 funds tracked by Wall St. Rank hold OPY as of Q1 2021.

  • Kennedy Capital Management reported no remaining Oppenheimer Holdings position as of Q1 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 76,709 Oppenheimer Holdings shares in Q1 2021, an estimated $2.41M.
  • Kennedy Capital Management first reported a position in Oppenheimer Holdings in Q3 2020 and held it in 2 quarters.
  • Kennedy Capital Management's Oppenheimer Holdings position peaked at $2.41M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2021.

Based on Kennedy Capital Management's 13F filing for Q1 2021, filed 14 May 2021.