Lee Financial’s Opko Health OPK Stock Holding History

Lee Financial’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$2	–	819
2023 Q1	$2	Hold	1	–	–	﹤0.01%	792
2022 Q4	$1	Hold	1	–	–	﹤0.01%	929
2022 Q3	$0	Buy	+1	New	+$2	﹤0.01%	962

Other funds holding OPK

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

Lee Financial's OPK Position: Q2 2023 in Review

Lee Financial sold out of Opko Health (OPK) in Q2 2023, closing a stake of 1 share — an estimated $2 sold.

Lee Financial first reported a position in OPK in Q3 2022 and held it in 3 quarters. The position peaked at $2 in Q1 2023. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

Lee Financial reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 1 Opko Health share in Q2 2023, an estimated $2.
Lee Financial first reported a position in Opko Health in Q3 2022 and held it in 3 quarters.
Lee Financial's Opko Health position peaked at $2 in Q1 2023.
230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.