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Oppenheimer Asset Management’s Tiptree Inc TIPT Stock Holding History

Oppenheimer Asset Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,400
Closed -$280K – 1189
2024
Q4 		$280K Sell
13,400
-3,785
-22% -$79.2K ﹤0.01% 998
2024
Q3 		$336K Buy
17,185
+1,314
+8% +$24.4K ﹤0.01% 969
2024
Q2 		$262K Sell
15,871
-381
-2% -$6.37K ﹤0.01% 1016
2024
Q1 		$281K Buy
16,252
+1,473
+10% +$26.4K ﹤0.01% 969
2023
Q4 		$280K Sell
14,779
-440
-3% -$7.62K ﹤0.01% 1013
2023
Q3 		$255K Sell
15,219
-3,065
-17% -$48.7K ﹤0.01% 996
2023
Q2 		$274K Buy
18,284
+3,525
+24% +$49.1K ﹤0.01% 985
2023
Q1 		$215K Sell
14,759
-7,304
-33% -$111K ﹤0.01% 1037
2022
Q4 		$305K Sell
22,063
-440
-2% -$5.67K ﹤0.01% 961
2022
Q3 		$242K Sell
22,503
-541
-2% -$6.17K ﹤0.01% 1006
2022
Q2 		$245K Buy
+23,044
New +$259K ﹤0.01% 1025
2021
Q4 		– Sell
-20,651
Closed -$207K – 1258
2021
Q3 		$207K Buy
+20,651
New +$202K ﹤0.01% 1137

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Oppenheimer Asset Management's TIPT Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of Tiptree Inc (TIPT) in Q1 2025, closing a stake of 13,400 shares — an estimated $280K sold.

Oppenheimer Asset Management first reported a position in TIPT in Q3 2021 and held it in 12 quarters. The position peaked at $336K in Q3 2024. 137 funds tracked by Wall St. Rank hold TIPT as of Q1 2025.

  • Oppenheimer Asset Management reported no remaining Tiptree Inc position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 13,400 Tiptree Inc shares in Q1 2025, an estimated $280K.
  • Oppenheimer Asset Management first reported a position in Tiptree Inc in Q3 2021 and held it in 12 quarters.
  • Oppenheimer Asset Management's Tiptree Inc position peaked at $336K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.