MCA
OPRT icon

Mendon Capital Advisors’s Oportun Financial OPRT Stock Holding History

Mendon Capital Advisors’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
2020
Q4 		– Sell
-40,000
Closed -$472K – 61
2020
Q3 		$472K Sell
40,000
-10,000
-20% -$135K 0.28% 46
2020
Q2 		$672K Sell
50,000
-83,585
-63% -$777K 0.34% 44
2020
Q1 		$1.41M Sell
133,585
-12,203
-8% -$234K 0.69% 26
2019
Q4 		$3.47M Buy
145,788
+9,063
+7% +$167K 0.76% 34
2019
Q3 		$2.22M Buy
+136,725
New +$2.22M 0.48% 45

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 $5.7T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CL
CRV LLC Palo Alto, California $1.56M AUM 87.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return