Mitsubishi UFJ Asset Management
OPRT icon

Mitsubishi UFJ Asset Management’s Oportun Financial OPRT Stock Holding History

Mitsubishi UFJ Asset Management’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
2023
Q4 		– Sell
-8,532
Closed -$61.6K – 1579
2023
Q3 		$61.6K Hold
8,532
– – ﹤0.01% 1099
2023
Q2 		$50.9K Buy
8,532
+1,659
+24% +$8.14K ﹤0.01% 1103
2023
Q1 		$26.5K Hold
6,873
– – ﹤0.01% 1113
2022
Q4 		$38.8K Buy
6,873
+1,043
+18% +$5.46K ﹤0.01% 1116
2022
Q3 		$25K Buy
5,830
+1,252
+27% +$8.9K ﹤0.01% 1125
2022
Q2 		$38K Hold
4,578
– – ﹤0.01% 1135
2022
Q1 		$66K Hold
4,578
– – ﹤0.01% 1137
2021
Q4 		$94K Buy
4,578
+1,448
+46% +$33.8K ﹤0.01% 1120
2021
Q3 		$78K Hold
3,130
– – ﹤0.01% 1108
2021
Q2 		$63K Buy
3,130
+841
+37% +$17.2K ﹤0.01% 1120
2021
Q1 		$47K Buy
2,289
+785
+52% +$14.4K ﹤0.01% 1028
2020
Q4 		$29K Buy
+1,504
New +$24.6K ﹤0.01% 1023
2020
Q2 		– Sell
-1,184
Closed -$12K – 1025
2020
Q1 		$12K Buy
1,184
+175
+17% +$3.36K ﹤0.01% 1000
2019
Q4 		$24K Buy
+1,009
New +$18.6K ﹤0.01% 1011

Other funds holding OPRT

EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Mitsubishi UFJ Asset Management's OPRT Position: Q4 2023 in Review

Mitsubishi UFJ Asset Management sold out of Oportun Financial (OPRT) in Q4 2023, closing a stake of 8,532 shares — an estimated $61.6K sold.

Mitsubishi UFJ Asset Management first reported a position in OPRT in Q4 2019 and held it in 14 quarters. The position peaked at $94K in Q4 2021. 87 funds tracked by Wall St. Rank hold OPRT as of Q4 2023.

  • Mitsubishi UFJ Asset Management reported no remaining Oportun Financial position as of Q4 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 8,532 Oportun Financial shares in Q4 2023, an estimated $61.6K.
  • Mitsubishi UFJ Asset Management first reported a position in Oportun Financial in Q4 2019 and held it in 14 quarters.
  • Mitsubishi UFJ Asset Management's Oportun Financial position peaked at $94K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.