Evermay Wealth Management’s Orion Office REIT ONL Stock Holding History

Evermay Wealth Management’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4	Closed	–	–	542
2022 Q2	$0	Buy	+4	New	+$52	﹤0.01%	555

Other funds holding ONL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Evermay Wealth Management's ONL Position: Q3 2022 in Review

Evermay Wealth Management sold out of Orion Office REIT (ONL) in Q3 2022, closing a stake of 4 shares.

Evermay Wealth Management first reported a position in ONL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 293 funds tracked by Wall St. Rank hold ONL as of Q3 2022.

Evermay Wealth Management reported no remaining Orion Office REIT position as of Q3 2022 after selling out during the quarter.
Evermay Wealth Management sold 4 Orion Office REIT shares in Q3 2022.
Evermay Wealth Management first reported a position in Orion Office REIT in Q2 2022 and held it in 1 quarter.
Evermay Wealth Management's Orion Office REIT position peaked at $0 in Q2 2022.
293 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.