Ownership history in EJF Capital LP Β· 11 quarters on record
This page tracks every 13F SEC filing in which EJF Capital LP reported a position in OPPENHEIMER HLDGS INC (OPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EJF Capital LP outperformed the S&P 500 by +8.6% annually on this OPY position. Timing score: 60% (3/5 decisions correct). Average cost basis: $37.92. Maximum drawdown during holding period: β6.7%.
π₯ Exceptional β beat the S&P 500 by 8.6% per year on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $36.65 (2023 Q3) Β· Worst: $39.69 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size