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Nuveen’s Oppenheimer Holdings OPY Stock Holding History

Nuveen’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,159
Closed -$1.02M – 3266
2023
Q1 		$1.02M Sell
26,159
-2,641
-9% -$116K ﹤0.01% 2603
2022
Q4 		$1.22M Sell
28,800
-6,730
-19% -$248K ﹤0.01% 2608
2022
Q3 		$1.1M Sell
35,530
-616
-2% -$21.6K ﹤0.01% 2711
2022
Q2 		$1.19M Sell
36,146
-1,119
-3% -$38.4K ﹤0.01% 2709
2022
Q1 		$1.65M Sell
37,265
-2,165
-5% -$94.9K ﹤0.01% 2597
2021
Q4 		$1.7M Sell
39,430
-2,639
-6% -$130K ﹤0.01% 2642
2021
Q3 		$1.86M Sell
42,069
-2,295
-5% -$103K ﹤0.01% 2704
2021
Q2 		$2.26M Sell
44,364
-2,355
-5% -$114K ﹤0.01% 2650
2021
Q1 		$1.87M Buy
46,719
+792
+2% +$29.4K ﹤0.01% 2653
2020
Q4 		$1.44M Buy
45,927
+4,696
+11% +$132K ﹤0.01% 2665
2020
Q3 		$921K Buy
41,231
+1,679
+4% +$39K ﹤0.01% 2723
2020
Q2 		$862K Hold
39,552
– – ﹤0.01% 2678
2020
Q1 		$782K Sell
39,552
-126
-0.3% -$3.08K ﹤0.01% 2617
2019
Q4 		$1.09M Hold
39,678
– – ﹤0.01% 2656
2019
Q3 		$1.19M Buy
39,678
+523
+1% +$15K ﹤0.01% 2621
2019
Q2 		$1.07M Buy
+39,155
New +$1.02M ﹤0.01% 2707

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen's OPY Position: Q2 2023 in Review

Nuveen sold out of Oppenheimer Holdings (OPY) in Q2 2023, closing a stake of 26,159 shares — an estimated $1.02M sold.

Nuveen first reported a position in OPY in Q2 2019 and held it in 16 quarters. The position peaked at $2.26M in Q2 2021. 88 funds tracked by Wall St. Rank hold OPY as of Q2 2023.

  • Nuveen reported no remaining Oppenheimer Holdings position as of Q2 2023 after selling out during the quarter.
  • Nuveen sold 26,159 Oppenheimer Holdings shares in Q2 2023, an estimated $1.02M.
  • Nuveen first reported a position in Oppenheimer Holdings in Q2 2019 and held it in 16 quarters.
  • Nuveen's Oppenheimer Holdings position peaked at $2.26M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2023.

Based on Nuveen's 13F filing for Q2 2023, filed 14 Aug 2023.