SXL
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Summit X LLC’s OneMain Financial OMF Stock Holding History

Summit X LLC’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32,042
Closed -$1.2M – 281
2022
Q4 		$1.2M Buy
32,042
+404
+1% +$14.3K 0.35% 67
2022
Q3 		$935K Sell
31,638
-405
-1% -$14.9K 0.28% 82
2022
Q2 		$1.19M Sell
32,043
-401
-1% -$17.3K 0.35% 67
2022
Q1 		$1.53M Buy
32,444
+1,932
+6% +$96.3K 0.38% 58
2021
Q4 		$1.52M Buy
+30,512
New +$1.61M 0.35% 63

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return