ClariVest Asset Management’s Office Properties Income Trust OPI Stock Holding History

ClariVest Asset Management’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
2023 Q1	–	Sell	-79	Closed	-$1K	–	760
2022 Q4	$1K	Buy	79 +35	+80%	+$504	﹤0.01%	647
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	628
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	639
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	657
2021 Q4	$1K	Hold	44	–	–	﹤0.01%	715
2021 Q3	$1K	Hold	44	–	–	﹤0.01%	711
2021 Q2	$1K	Hold	44	–	–	﹤0.01%	699
2021 Q1	$1K	Sell	44 -30	-41%	-$777	﹤0.01%	682
2020 Q4	$2K	Hold	74	–	–	﹤0.01%	629
2020 Q3	$2K	Sell	74 -31,600	-100%	-$761K	﹤0.01%	625
2020 Q2	$823K	Sell	31,674 -18,402	-37%	-$479K	0.02%	341
2020 Q1	$1.36M	Sell	50,076 -14,048	-22%	-$434K	0.04%	251
2019 Q4	$2.06M	Sell	64,124 -14,109	-18%	-$452K	0.05%	244
2019 Q3	$2.4M	Buy	78,233 +72,463	+1,256%	+$2.02M	0.05%	234
2019 Q2	$152K	Buy	+5,770	New	+$152K	﹤0.01%	448

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClariVest Asset Management's OPI Position: Q1 2023 in Review

ClariVest Asset Management sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 79 shares — an estimated $1K sold.

ClariVest Asset Management first reported a position in OPI in Q2 2019 and held it in 15 quarters. The position peaked at $2.4M in Q3 2019. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

ClariVest Asset Management reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
ClariVest Asset Management sold 79 Office Properties Income Trust shares in Q1 2023, an estimated $1K.
ClariVest Asset Management first reported a position in Office Properties Income Trust in Q2 2019 and held it in 15 quarters.
ClariVest Asset Management's Office Properties Income Trust position peaked at $2.4M in Q3 2019.
189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on ClariVest Asset Management's 13F filing for Q1 2023, filed 8 May 2023.