CFA
OLP

Carroll Financial Associates’s One Liberty Properties OLP Stock Holding History

Carroll Financial Associates’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
Q1 		– Sell
-11
Closed – – 1715
2020
Q4 		$0 Sell
11
-2,313
-100% -$41.4K ﹤0.01% 1620
2020
Q3 		$38K Buy
+2,324
New +$41.5K ﹤0.01% 717

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carroll Financial Associates's OLP Position: Q1 2021 in Review

Carroll Financial Associates sold out of One Liberty Properties (OLP) in Q1 2021, closing a stake of 11 shares.

Carroll Financial Associates first reported a position in OLP in Q3 2020 and held it in 2 quarters. The position peaked at $38K in Q3 2020. 102 funds tracked by Wall St. Rank hold OLP as of Q1 2021.

  • Carroll Financial Associates reported no remaining One Liberty Properties position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 11 One Liberty Properties shares in Q1 2021.
  • Carroll Financial Associates first reported a position in One Liberty Properties in Q3 2020 and held it in 2 quarters.
  • Carroll Financial Associates's One Liberty Properties position peaked at $38K in Q3 2020.
  • 102 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.