Corient Private Wealth
OLP

Corient Private Wealth’s One Liberty Properties OLP Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-31,801
Closed -$697K – 2339
2023
Q4 		$697K Hold
31,801
– – ﹤0.01% 1446
2023
Q3 		$600K Hold
31,801
– – ﹤0.01% 1387
2023
Q2 		$646K Hold
31,801
– – ﹤0.01% 1330
2023
Q1 		$729K Buy
31,801
+834
+3% +$19.2K ﹤0.01% 1216
2022
Q4 		$688K Buy
+30,967
New +$709K ﹤0.01% 1041

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Corient Private Wealth's OLP Position: Q1 2024 in Review

Corient Private Wealth sold out of One Liberty Properties (OLP) in Q1 2024, closing a stake of 31,801 shares — an estimated $697K sold.

Corient Private Wealth first reported a position in OLP in Q4 2022 and held it in 5 quarters. The position peaked at $729K in Q1 2023. 97 funds tracked by Wall St. Rank hold OLP as of Q1 2024.

  • Corient Private Wealth reported no remaining One Liberty Properties position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 31,801 One Liberty Properties shares in Q1 2024, an estimated $697K.
  • Corient Private Wealth first reported a position in One Liberty Properties in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's One Liberty Properties position peaked at $729K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.