Moody Aldrich Partners’s Option Care Health OPCH Stock Holding History

Moody Aldrich Partners’s Portfolio OPCH Stock Details OPCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-113,170	Closed	-$3.8M	–	226
2024 Q1	$3.8M	Sell	113,170 -26,269	-19%	-$850K	0.65%	69
2023 Q4	$4.7M	Sell	139,439 -49,201	-26%	-$1.51M	0.85%	50
2023 Q3	$6.1M	Buy	188,640 +41,117	+28%	+$1.39M	1.16%	28
2023 Q2	$4.79M	Sell	147,523 -34,855	-19%	-$1.05M	0.93%	39
2023 Q1	$5.79M	Buy	182,378 +25,362	+16%	+$760K	1.17%	31
2022 Q4	$4.72M	Buy	157,016 +87,921	+127%	+$2.73M	0.96%	39
2022 Q3	$2.17M	Buy	+69,095	New	+$2.21M	0.45%	76

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moody Aldrich Partners's OPCH Position: Q2 2024 in Review

Moody Aldrich Partners sold out of Option Care Health (OPCH) in Q2 2024, closing a stake of 113,170 shares — an estimated $3.8M sold.

Moody Aldrich Partners first reported a position in OPCH in Q3 2022 and held it in 7 quarters. The position peaked at $6.1M in Q3 2023. 342 funds tracked by Wall St. Rank hold OPCH as of Q2 2024.

Moody Aldrich Partners reported no remaining Option Care Health position as of Q2 2024 after selling out during the quarter.
Moody Aldrich Partners sold 113,170 Option Care Health shares in Q2 2024, an estimated $3.8M.
Moody Aldrich Partners first reported a position in Option Care Health in Q3 2022 and held it in 7 quarters.
Moody Aldrich Partners's Option Care Health position peaked at $6.1M in Q3 2023.
342 funds tracked by Wall St. Rank held Option Care Health as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.