LF
OPTU

Lee Financial’s Optimum Communications Inc OPTU Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-17
Closed -$78 – 807
2022
Q4 		$78 Hold
17
– – ﹤0.01% 916
2022
Q3 		$0 Hold
17
– – ﹤0.01% 825
2022
Q2 		$0 Buy
+17
New +$178 ﹤0.01% 853

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Lee Financial's OPTU Position: Q1 2023 in Review

Lee Financial sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 17 shares — an estimated $78 sold.

Lee Financial first reported a position in OPTU in Q2 2022 and held it in 3 quarters. The position peaked at $78 in Q4 2022. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

  • Lee Financial reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 17 Optimum Communications Inc shares in Q1 2023, an estimated $78.
  • Lee Financial first reported a position in Optimum Communications Inc in Q2 2022 and held it in 3 quarters.
  • Lee Financial's Optimum Communications Inc position peaked at $78 in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.