HF
ONL

Halpern Financial’s Orion Office REIT ONL Stock Holding History

Halpern Financial’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
2024
Q1 		– Sell
-34
Closed -$188 – 237
2023
Q4 		$188 Hold
34
– – ﹤0.01% 243
2023
Q3 		$177 Hold
34
– – ﹤0.01% 207
2023
Q2 		$225 Hold
34
– – ﹤0.01% 247
2023
Q1 		$228 Hold
34
– – ﹤0.01% 177
2022
Q4 		$290 Hold
34
– – ﹤0.01% 183
2022
Q3 		$298 Buy
+34
New +$349 ﹤0.01% 196

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Halpern Financial's ONL Position: Q1 2024 in Review

Halpern Financial sold out of Orion Office REIT (ONL) in Q1 2024, closing a stake of 34 shares — an estimated $188 sold.

Halpern Financial first reported a position in ONL in Q3 2022 and held it in 6 quarters. The position peaked at $298 in Q3 2022. 241 funds tracked by Wall St. Rank hold ONL as of Q1 2024.

  • Halpern Financial reported no remaining Orion Office REIT position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 34 Orion Office REIT shares in Q1 2024, an estimated $188.
  • Halpern Financial first reported a position in Orion Office REIT in Q3 2022 and held it in 6 quarters.
  • Halpern Financial's Orion Office REIT position peaked at $298 in Q3 2022.
  • 241 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.