FA
OLP

Fortis Advisors’s One Liberty Properties OLP Stock Holding History

Fortis Advisors’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
2022
Q3 		– Sell
-1
Closed – – 271
2022
Q2 		$0 Hold
1
– – ﹤0.01% 307
2022
Q1 		$0 Hold
1
– – ﹤0.01% 299
2021
Q4 		$0 Hold
1
– – ﹤0.01% 271
2021
Q3 		$0 Hold
1
– – ﹤0.01% 266
2021
Q2 		$0 Hold
1
– – ﹤0.01% 265
2021
Q1 		$0 Hold
1
– – ﹤0.01% 251
2020
Q4 		$0 Hold
1
– – ﹤0.01% 184
2020
Q3 		$0 Hold
1
– – ﹤0.01% 171
2020
Q2 		$0 Hold
1
– – ﹤0.01% 275
2020
Q1 		$0 Hold
1
– – ﹤0.01% 363
2019
Q4 		$0 Hold
1
– – ﹤0.01% 321
2019
Q3 		$0 Buy
+1
New +$28 ﹤0.01% 340

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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Fortis Advisors's OLP Position: Q3 2022 in Review

Fortis Advisors sold out of One Liberty Properties (OLP) in Q3 2022, closing a stake of 1 share.

Fortis Advisors first reported a position in OLP in Q3 2019 and held it in 12 quarters. The position peaked at $0 in Q2 2022. 93 funds tracked by Wall St. Rank hold OLP as of Q3 2022.

  • Fortis Advisors reported no remaining One Liberty Properties position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 1 One Liberty Properties share in Q3 2022.
  • Fortis Advisors first reported a position in One Liberty Properties in Q3 2019 and held it in 12 quarters.
  • Fortis Advisors's One Liberty Properties position peaked at $0 in Q2 2022.
  • 93 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.