CPA
OLP

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

Capital Performance 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
2024
Q4 		– Sell
-48
Closed -$1.32K – 1877
2024
Q3 		$1.32K Buy
+48
New +$1.25K ﹤0.01% 1770

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
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 $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's OLP Position: Q4 2024 in Review

Capital Performance Advisors sold out of One Liberty Properties (OLP) in Q4 2024, closing a stake of 48 shares — an estimated $1.32K sold.

Capital Performance Advisors first reported a position in OLP in Q3 2024 and held it in 1 quarter. The position peaked at $1.32K in Q3 2024. 119 funds tracked by Wall St. Rank hold OLP as of Q4 2024.

  • Capital Performance Advisors reported no remaining One Liberty Properties position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 48 One Liberty Properties shares in Q4 2024, an estimated $1.32K.
  • Capital Performance Advisors first reported a position in One Liberty Properties in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's One Liberty Properties position peaked at $1.32K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.