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Samjo Management’s OptimizeRx OPRX Stock Holding History

Samjo Management’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,044,800
Closed -$8.07M – 57
2024
Q3 		$8.07M Buy
1,044,800
+265,295
+34% +$2.36M 2.78% 8
2024
Q2 		$7.8M Buy
779,505
+214,062
+38% +$2.35M 2.9% 7
2024
Q1 		$6.87M Buy
565,443
+154,543
+38% +$2.24M 2.42% 9
2023
Q4 		$5.88M Buy
+410,900
New +$3.94M 2.08% 9

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Samjo Management's OPRX Position: Q4 2024 in Review

Samjo Management sold out of OptimizeRx (OPRX) in Q4 2024, closing a stake of 1,044,800 shares — an estimated $8.07M sold.

Samjo Management first reported a position in OPRX in Q4 2023 and held it in 4 quarters. The position peaked at $8.07M in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

  • Samjo Management reported no remaining OptimizeRx position as of Q4 2024 after selling out during the quarter.
  • Samjo Management sold 1,044,800 OptimizeRx shares in Q4 2024, an estimated $8.07M.
  • Samjo Management first reported a position in OptimizeRx in Q4 2023 and held it in 4 quarters.
  • Samjo Management's OptimizeRx position peaked at $8.07M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Samjo Management's 13F filing for Q4 2024, filed 13 Feb 2025.