Whittier Trust’s Opko Health OPK Stock Holding History

Whittier Trust’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,853	Closed	-$4K	–	1578
2019 Q3	$4K	Buy	+1,853	New	+$3.79K	﹤0.01%	1291

Other funds holding OPK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Whittier Trust's OPK Position: Q4 2019 in Review

Whittier Trust sold out of Opko Health (OPK) in Q4 2019, closing a stake of 1,853 shares — an estimated $4K sold.

Whittier Trust first reported a position in OPK in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 199 funds tracked by Wall St. Rank hold OPK as of Q4 2019.

Whittier Trust reported no remaining Opko Health position as of Q4 2019 after selling out during the quarter.
Whittier Trust sold 1,853 Opko Health shares in Q4 2019, an estimated $4K.
Whittier Trust first reported a position in Opko Health in Q3 2019 and held it in 1 quarter.
Whittier Trust's Opko Health position peaked at $4K in Q3 2019.
199 funds tracked by Wall St. Rank held Opko Health as of Q4 2019.

Based on Whittier Trust's 13F filing for Q4 2019, filed 31 Jan 2020.