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Steward Financial Group’s Option Care Health OPCH Stock Holding History

Steward Financial Group’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+76
New +$2.56K ﹤0.01% 1024
2023
Q2 		– Sell
-79
Closed -$2K – 832
2023
Q1 		$2K Buy
79
+44
+126% +$1.32K ﹤0.01% 514
2022
Q4 		$1K Buy
+35
New +$1.09K ﹤0.01% 451
2022
Q3 		– Sell
-23
Closed – – 941
2022
Q2 		$0 Buy
+23
New +$654 ﹤0.01% 1256

Other funds holding OPCH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's OPCH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Option Care Health (OPCH) in Q3 2023: 76 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OPCH as recently as Q1 2023.

Steward Financial Group first reported a position in OPCH in Q2 2022 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold OPCH as of Q3 2023.

  • Steward Financial Group held 76 shares of Option Care Health worth $2K as of Q3 2023.
  • Option Care Health was a new Steward Financial Group position in Q3 2023.
  • Option Care Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1024 holding.
  • Steward Financial Group first reported a position in Option Care Health in Q2 2022 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Option Care Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.