Schroder Investment Management Group
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Schroder Investment Management Group’s Oportun Financial OPRT Stock Holding History

Schroder Investment Management Group’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-973
Closed -$20K – 1532
2021
Q4 		$20K Buy
+973
New +$22.7K ﹤0.01% 1353

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BlackRock
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Wellington Management Group
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ACM
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Vanguard Group
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GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Schroder Investment Management Group's OPRT Position: Q1 2022 in Review

Schroder Investment Management Group sold out of Oportun Financial (OPRT) in Q1 2022, closing a stake of 973 shares — an estimated $20K sold.

Schroder Investment Management Group first reported a position in OPRT in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 112 funds tracked by Wall St. Rank hold OPRT as of Q1 2022.

  • Schroder Investment Management Group reported no remaining Oportun Financial position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 973 Oportun Financial shares in Q1 2022, an estimated $20K.
  • Schroder Investment Management Group first reported a position in Oportun Financial in Q4 2021 and held it in 1 quarter.
  • Schroder Investment Management Group's Oportun Financial position peaked at $20K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.