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ORG Partners’s Tiptree Inc TIPT Stock Holding History

ORG Partners’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
2023
Q3 		– Sell
-6,800
Closed -$102K – 1585
2023
Q2 		$102K Buy
+6,800
New +$94.6K 0.02% 502

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
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

ORG Partners's TIPT Position: Q3 2023 in Review

ORG Partners sold out of Tiptree Inc (TIPT) in Q3 2023, closing a stake of 6,800 shares — an estimated $102K sold.

ORG Partners first reported a position in TIPT in Q2 2023 and held it in 1 quarter. The position peaked at $102K in Q2 2023. 94 funds tracked by Wall St. Rank hold TIPT as of Q3 2023.

  • ORG Partners reported no remaining Tiptree Inc position as of Q3 2023 after selling out during the quarter.
  • ORG Partners sold 6,800 Tiptree Inc shares in Q3 2023, an estimated $102K.
  • ORG Partners first reported a position in Tiptree Inc in Q2 2023 and held it in 1 quarter.
  • ORG Partners's Tiptree Inc position peaked at $102K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.