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Convergence Investment Partners’s COPT Defense Properties CDP Stock Holding History

Convergence Investment Partners’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
2025
Q1 		– Sell
-27,450
Closed -$850K – 255
2024
Q4 		$850K Buy
+27,450
New +$872K 0.19% 160
2015
Q2 		– Sell
-47,598
Closed -$1.4M – 358
2015
Q1 		$1.4M Sell
47,598
-106,978
-69% -$3.16M 0.19% 206
2014
Q4 		$4.38M Sell
154,576
-47,488
-24% -$1.31M 0.59% 34
2014
Q3 		$5.2M Buy
+202,064
New +$5.65M 0.71% 21

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Convergence Investment Partners's CDP Position: Q1 2025 in Review

Convergence Investment Partners sold out of COPT Defense Properties (CDP) in Q1 2025, closing a stake of 27,450 shares — an estimated $850K sold.

Convergence Investment Partners first reported a position in CDP in Q3 2014 and held it in 4 quarters. The position peaked at $5.2M in Q3 2014. 301 funds tracked by Wall St. Rank hold CDP as of Q1 2025.

  • Convergence Investment Partners reported no remaining COPT Defense Properties position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 27,450 COPT Defense Properties shares in Q1 2025, an estimated $850K.
  • Convergence Investment Partners first reported a position in COPT Defense Properties in Q3 2014 and held it in 4 quarters.
  • Convergence Investment Partners's COPT Defense Properties position peaked at $5.2M in Q3 2014.
  • 301 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.