Householder Group Estate & Retirement Specialist’s Orion Office REIT ONL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$1K	Sell	278 -114	-29%	-$449	﹤0.01%	517
2024 Q3	$1K	Buy	392 +3	+0.8%	+$12	﹤0.01%	1113
2024 Q2	$1K	Buy	389 +4	+1%	+$14	﹤0.01%	1150
2024 Q1	$1.35K	Buy	385 +2	+0.5%	+$9	﹤0.01%	1094
2023 Q4	$2K	Sell	383 -30	-7%	-$156	﹤0.01%	1006
2023 Q3	$2.15K	Buy	+413	New	+$2.51K	﹤0.01%	1063
2023 Q1	$3K	Buy	440 +1	+0.2%	+$8	﹤0.01%	1041
2022 Q4	$3K	Buy	439 +2	+0.5%	+$18	﹤0.01%	296
2022 Q3	$3K	Buy	+437	New	+$4.48K	﹤0.01%	931

Other funds holding ONL

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ONL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Orion Office REIT (ONL) stake by 29% in Q4 2024, selling an estimated $449 and leaving 278 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Householder Group Estate & Retirement Specialist first reported a position in ONL in Q3 2022 and has held it in 9 quarters since. The position peaked at $3K in Q1 2023. 252 funds tracked by Wall St. Rank hold ONL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 278 shares of Orion Office REIT worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 114 Orion Office REIT shares in Q4 2024, an estimated $449.
Orion Office REIT made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #517 holding.
Householder Group Estate & Retirement Specialist first reported a position in Orion Office REIT in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Orion Office REIT position peaked at $3K in Q1 2023.
252 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.