UB
OPTU

UMB Bank’s Optimum Communications Inc OPTU Stock Holding History

UMB Bank’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,487
Closed -$11K – 1702
2022
Q4 		$11K Buy
2,487
+1,332
+115% +$6.54K ﹤0.01% 1265
2022
Q3 		$7K Buy
1,155
+145
+14% +$1.39K ﹤0.01% 1392
2022
Q2 		$9K Buy
+1,010
New +$10.6K ﹤0.01% 1413

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

UMB Bank's OPTU Position: Q1 2023 in Review

UMB Bank sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 2,487 shares — an estimated $11K sold.

UMB Bank first reported a position in OPTU in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q4 2022. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

  • UMB Bank reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 2,487 Optimum Communications Inc shares in Q1 2023, an estimated $11K.
  • UMB Bank first reported a position in Optimum Communications Inc in Q2 2022 and held it in 3 quarters.
  • UMB Bank's Optimum Communications Inc position peaked at $11K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.