Aperio Group’s Office Properties Income Trust OPI Stock Holding History

Aperio Group’s Portfolio OPI Stock Details OPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$328K	Buy	14,450 +803	+6%	+$17.5K	﹤0.01%	2147
2020 Q3	$283K	Sell	13,647 -10,288	-43%	-$248K	﹤0.01%	2090
2020 Q2	$622K	Sell	23,935 -2,075	-8%	-$54K	﹤0.01%	1666
2020 Q1	$709K	Sell	26,010 -3,220	-11%	-$99.5K	﹤0.01%	1459
2019 Q4	$939K	Sell	29,230 -1,377	-4%	-$44.1K	﹤0.01%	1464
2019 Q3	$938K	Sell	30,607 -1,142	-4%	-$31.9K	﹤0.01%	1425
2019 Q2	$834K	Sell	31,749 -7,206	-18%	-$189K	﹤0.01%	1492
2019 Q1	$1.08M	Buy	+38,955	New	+$1.18M	﹤0.01%	1339

Other funds holding OPI

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's OPI Position: Q4 2020 in Review

Aperio Group increased its Office Properties Income Trust (OPI) stake by 5.9% in Q4 2020, buying an estimated $17.5K and bringing the position to 14,450 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Aperio Group first reported a position in OPI in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2019. 197 funds tracked by Wall St. Rank hold OPI as of Q4 2020.

Aperio Group held 14,450 shares of Office Properties Income Trust worth $328K as of Q4 2020.
Aperio Group bought 803 Office Properties Income Trust shares in Q4 2020, an estimated $17.5K.
Office Properties Income Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2147 holding.
Aperio Group first reported a position in Office Properties Income Trust in Q1 2019 and has held it in 8 quarters since.
Aperio Group's Office Properties Income Trust position peaked at $1.08M in Q1 2019.
197 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.