OptiFour Integrated Wealth Management’s Saic SAIC Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio SAIC Stock Details SAIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$416K	Hold	4,776	–	–	0.29%	43
2019 Q3	$417K	Hold	4,776	–	–	0.3%	45
2019 Q2	$413K	Hold	4,776	–	–	0.29%	47
2019 Q1	$368K	Sell	4,776 -98	-2%	-$6.9K	0.3%	32
2018 Q4	$310K	Buy	4,874 +98	+2%	+$6.83K	0.28%	36
2018 Q3	$385K	Hold	4,776	–	–	0.32%	38
2018 Q2	$387K	Hold	4,776	–	–	0.33%	38
2018 Q1	$376K	Hold	4,776	–	–	0.31%	40
2017 Q4	$366K	Buy	+4,776	New	+$345K	0.31%	42

Other funds holding SAIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's SAIC Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Saic (SAIC) position steady in Q4 2019 at 4,776 shares worth $416K. The position accounts for 0.29% of the portfolio, ranked #43.

OptiFour Integrated Wealth Management first reported a position in SAIC in Q4 2017 and has held it in 9 quarters since. The position peaked at $417K in Q3 2019. 308 funds tracked by Wall St. Rank hold SAIC as of Q4 2019.

OptiFour Integrated Wealth Management held 4,776 shares of Saic worth $416K as of Q4 2019.
OptiFour Integrated Wealth Management left its Saic share count unchanged in Q4 2019.
Saic made up 0.29% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #43 holding.
OptiFour Integrated Wealth Management first reported a position in Saic in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Saic position peaked at $417K in Q3 2019.
308 funds tracked by Wall St. Rank held Saic as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.