BCA
OLP

Berman Capital Advisors’s One Liberty Properties OLP Stock Holding History

Berman Capital Advisors’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$20K Hold
679
– – ﹤0.01% 988
2021
Q2 		$19K Hold
679
– – ﹤0.01% 930
2021
Q1 		$15K Hold
679
– – ﹤0.01% 901
2020
Q4 		$13K Sell
679
-154
-18% -$2.76K ﹤0.01% 824
2020
Q3 		$13K Buy
833
+157
+23% +$2.8K ﹤0.01% 722
2020
Q2 		$11K Buy
+676
New +$10.7K ﹤0.01% 730
2020
Q1 		– Sell
-250
Closed -$6.05K – 1609
2019
Q4 		$6K Hold
250
– – ﹤0.01% 929
2019
Q3 		$6K Hold
250
– – ﹤0.01% 900
2019
Q2 		$7K Hold
250
– – ﹤0.01% 869
2019
Q1 		$7K Hold
250
– – ﹤0.01% 778
2018
Q4 		$6K Buy
+250
New +$6.47K ﹤0.01% 637

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Berman Capital Advisors's OLP Position: Q3 2021 in Review

Berman Capital Advisors held its One Liberty Properties (OLP) position steady in Q3 2021 at 679 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Berman Capital Advisors first reported a position in OLP in Q4 2018 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold OLP as of Q3 2021.

  • Berman Capital Advisors held 679 shares of One Liberty Properties worth $20K as of Q3 2021.
  • Berman Capital Advisors left its One Liberty Properties share count unchanged in Q3 2021.
  • One Liberty Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #988 holding.
  • Berman Capital Advisors first reported a position in One Liberty Properties in Q4 2018 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.