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STRS Ohio’s Oportun Financial OPRT Stock Holding History

STRS Ohio’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
2020
Q3 		– Sell
-1,900
Closed -$25K – 2252
2020
Q2 		$25K Hold
1,900
– – ﹤0.01% 2021
2020
Q1 		$20K Hold
1,900
– – ﹤0.01% 1906
2019
Q4 		$45K Buy
+1,900
New +$35K ﹤0.01% 1911

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

STRS Ohio's OPRT Position: Q3 2020 in Review

STRS Ohio sold out of Oportun Financial (OPRT) in Q3 2020, closing a stake of 1,900 shares — an estimated $25K sold.

STRS Ohio first reported a position in OPRT in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 68 funds tracked by Wall St. Rank hold OPRT as of Q3 2020.

  • STRS Ohio reported no remaining Oportun Financial position as of Q3 2020 after selling out during the quarter.
  • STRS Ohio sold 1,900 Oportun Financial shares in Q3 2020, an estimated $25K.
  • STRS Ohio first reported a position in Oportun Financial in Q4 2019 and held it in 3 quarters.
  • STRS Ohio's Oportun Financial position peaked at $45K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2020.

Based on STRS Ohio's 13F filing for Q3 2020, filed 14 Dec 2020.