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OFI Invest Asset Management’s Rafael Holdings RFL Stock Holding History

OFI Invest Asset Management’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,028
Closed -$3.19K – 396
2024
Q4 		$3.19K Buy
+2,028
New +$3.8K ﹤0.01% 369
2024
Q2 		$2.69K Buy
+2,028
New +$3.21K ﹤0.01% 365

Other funds holding RFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

OFI Invest Asset Management's RFL Position: Q1 2025 in Review

OFI Invest Asset Management sold out of Rafael Holdings (RFL) in Q1 2025, closing a stake of 2,028 shares — an estimated $3.19K sold.

OFI Invest Asset Management first reported a position in RFL in Q2 2024 and held it in 2 quarters. The position peaked at $3.19K in Q4 2024. 41 funds tracked by Wall St. Rank hold RFL as of Q1 2025.

  • OFI Invest Asset Management reported no remaining Rafael Holdings position as of Q1 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 2,028 Rafael Holdings shares in Q1 2025, an estimated $3.19K.
  • OFI Invest Asset Management first reported a position in Rafael Holdings in Q2 2024 and held it in 2 quarters.
  • OFI Invest Asset Management's Rafael Holdings position peaked at $3.19K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2025.

Based on OFI Invest Asset Management's 13F filing for Q1 2025, filed 9 May 2025.