WT
OPTU

Whittier Trust’s Optimum Communications Inc OPTU Stock Holding History

Whittier Trust’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
Q4 		– Sell
-80
Closed -$260 – 1518
2023
Q3 		$260 Buy
+80
New +$258 ﹤0.01% 1617

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
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whittier Trust's OPTU Position: Q4 2023 in Review

Whittier Trust sold out of Optimum Communications Inc (OPTU) in Q4 2023, closing a stake of 80 shares — an estimated $260 sold.

Whittier Trust first reported a position in OPTU in Q3 2023 and held it in 1 quarter. The position peaked at $260 in Q3 2023. 179 funds tracked by Wall St. Rank hold OPTU as of Q4 2023.

  • Whittier Trust reported no remaining Optimum Communications Inc position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 80 Optimum Communications Inc shares in Q4 2023, an estimated $260.
  • Whittier Trust first reported a position in Optimum Communications Inc in Q3 2023 and held it in 1 quarter.
  • Whittier Trust's Optimum Communications Inc position peaked at $260 in Q3 2023.
  • 179 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.