EWM
OLP

Empirical Wealth Management’s One Liberty Properties OLP Stock Holding History

Empirical Wealth Management’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
2023
Q2 		– Sell
-26,914
Closed -$617K – 496
2023
Q1 		$617K Hold
26,914
– – 0.03% 298
2022
Q4 		$598K Sell
26,914
-89
-0.3% -$2.04K 0.03% 281
2022
Q3 		$568K Buy
27,003
+89
+0.3% +$2.25K 0.03% 278
2022
Q2 		$699K Buy
26,914
+2,000
+8% +$55.4K 0.04% 247
2022
Q1 		$767K Hold
24,914
– – 0.04% 255
2021
Q4 		$879K Buy
+24,914
New +$825K 0.04% 238

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empirical Wealth Management's OLP Position: Q2 2023 in Review

Empirical Wealth Management sold out of One Liberty Properties (OLP) in Q2 2023, closing a stake of 26,914 shares — an estimated $617K sold.

Empirical Wealth Management first reported a position in OLP in Q4 2021 and held it in 6 quarters. The position peaked at $879K in Q4 2021. 91 funds tracked by Wall St. Rank hold OLP as of Q2 2023.

  • Empirical Wealth Management reported no remaining One Liberty Properties position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 26,914 One Liberty Properties shares in Q2 2023, an estimated $617K.
  • Empirical Wealth Management first reported a position in One Liberty Properties in Q4 2021 and held it in 6 quarters.
  • Empirical Wealth Management's One Liberty Properties position peaked at $879K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.