Oppenheimer Asset Management’s MODEL N, INC. MODN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,865
Closed -$395K 1194
2024
Q1
$395K Buy
13,865
+355
+3% +$9.37K 0.01% 896
2023
Q4
$364K Buy
13,510
+1,902
+16% +$45.8K 0.01% 942
2023
Q3
$283K Sell
11,608
-143
-1% -$4.25K ﹤0.01% 972
2023
Q2
$416K Sell
11,751
-293
-2% -$9.42K 0.01% 908
2023
Q1
$403K Buy
12,044
+64
+0.5% +$2.33K 0.01% 896
2022
Q4
$486K Buy
11,980
+545
+5% +$20.5K 0.01% 869
2022
Q3
$391K Buy
11,435
+2,111
+23% +$61K 0.01% 891
2022
Q2
$239K Sell
9,324
-1,312
-12% -$32.7K ﹤0.01% 1029
2022
Q1
$286K Buy
10,636
+1,362
+15% +$35.5K ﹤0.01% 1037
2021
Q4
$278K Sell
9,274
-1,610
-15% -$50.3K ﹤0.01% 1096
2021
Q3
$365K Buy
10,884
+132
+1% +$4.46K 0.01% 1009
2021
Q2
$368K Buy
+10,752
New +$394K 0.01% 1021
2020
Q1
Sell
-222
Closed -$8K 1663
2019
Q4
$8K Buy
+222
New +$6.76K ﹤0.01% 1518
2017
Q4
Sell
-4,356
Closed -$65K 1526
2017
Q3
$65K Sell
4,356
-439
-9% -$5.87K ﹤0.01% 1306
2017
Q2
$64K Sell
4,795
-265
-5% -$3.17K ﹤0.01% 1290
2017
Q1
$53K Buy
+5,060
New +$49.3K ﹤0.01% 1341

Other funds holding MODN

Oppenheimer Asset Management's MODN Position: Q2 2024 in Review

Oppenheimer Asset Management sold out of MODEL N, INC. (MODN) in Q2 2024, closing a stake of 13,865 shares — an estimated $395K sold.

Oppenheimer Asset Management first reported a position in MODN in Q1 2017 and held it in 16 quarters. The position peaked at $486K in Q4 2022. 2 funds tracked by Wall St. Rank hold MODN as of Q2 2024.

  • Oppenheimer Asset Management reported no remaining MODEL N, INC. position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 13,865 MODEL N, INC. shares in Q2 2024, an estimated $395K.
  • Oppenheimer Asset Management first reported a position in MODEL N, INC. in Q1 2017 and held it in 16 quarters.
  • Oppenheimer Asset Management's MODEL N, INC. position peaked at $486K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held MODEL N, INC. as of Q2 2024.

Based on Oppenheimer Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.