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Baron Financial Group’s COPT Defense Properties CDP Stock Holding History

Baron Financial Group’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4
Closed -$105 – 75
2022
Q2 		$105 Hold
4
– – ﹤0.01% 209
2022
Q1 		$114 Hold
4
– – ﹤0.01% 219
2021
Q4 		$112 Hold
4
– – ﹤0.01% 221
2021
Q3 		$108 Hold
4
– – ﹤0.01% 224
2021
Q2 		$112 Hold
4
– – ﹤0.01% 238
2021
Q1 		$105 Hold
4
– – ﹤0.01% 241
2020
Q4 		$104 Hold
4
– – ﹤0.01% 255
2020
Q3 		$95 Buy
+4
New +$100 ﹤0.01% 291

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baron Financial Group's CDP Position: Q3 2022 in Review

Baron Financial Group sold out of COPT Defense Properties (CDP) in Q3 2022, closing a stake of 4 shares — an estimated $105 sold.

Baron Financial Group first reported a position in CDP in Q3 2020 and held it in 8 quarters. The position peaked at $114 in Q1 2022. 231 funds tracked by Wall St. Rank hold CDP as of Q3 2022.

  • Baron Financial Group reported no remaining COPT Defense Properties position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 4 COPT Defense Properties shares in Q3 2022, an estimated $105.
  • Baron Financial Group first reported a position in COPT Defense Properties in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's COPT Defense Properties position peaked at $114 in Q1 2022.
  • 231 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.