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Operose Advisors’s OneMain Financial OMF Stock Holding History

Operose Advisors’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$40.1K – 693
2023
Q3 		$40.1K Buy
+1,000
New +$42.7K 0.02% 348

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Operose Advisors's OMF Position: Q4 2023 in Review

Operose Advisors sold out of OneMain Financial (OMF) in Q4 2023, closing a stake of 1,000 shares — an estimated $40.1K sold.

Operose Advisors first reported a position in OMF in Q3 2023 and held it in 1 quarter. The position peaked at $40.1K in Q3 2023. 355 funds tracked by Wall St. Rank hold OMF as of Q4 2023.

  • Operose Advisors reported no remaining OneMain Financial position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 1,000 OneMain Financial shares in Q4 2023, an estimated $40.1K.
  • Operose Advisors first reported a position in OneMain Financial in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's OneMain Financial position peaked at $40.1K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.