II
CDP icon

Inspire Investing’s COPT Defense Properties CDP Stock Holding History

Inspire Investing’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,405
Closed -$318K – 812
2023
Q2 		$318K Buy
13,405
+1,810
+16% +$42.2K 0.04% 422
2023
Q1 		$275K Buy
11,595
+2,504
+28% +$64.4K 0.04% 456
2022
Q4 		$236K Buy
9,091
+139
+2% +$3.57K 0.03% 498
2022
Q3 		$208K Buy
8,952
+858
+11% +$22.5K 0.03% 382
2022
Q2 		$212K Sell
8,094
-94
-1% -$2.54K 0.03% 489
2022
Q1 		$234K Sell
8,188
-616
-7% -$16.6K 0.03% 673
2021
Q4 		$246K Buy
8,804
+356
+4% +$9.82K 0.03% 695
2021
Q3 		$228K Buy
+8,448
New +$240K 0.03% 628
2020
Q4 		– Sell
-10,368
Closed -$246K – 641
2020
Q3 		$246K Buy
10,368
+14
+0.1% +$349 0.07% 285
2020
Q2 		$262K Sell
10,354
-517
-5% -$12.9K 0.09% 261
2020
Q1 		$241K Buy
+10,871
New +$295K 0.1% 298

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Inspire Investing's CDP Position: Q3 2023 in Review

Inspire Investing sold out of COPT Defense Properties (CDP) in Q3 2023, closing a stake of 13,405 shares — an estimated $318K sold.

Inspire Investing first reported a position in CDP in Q1 2020 and held it in 11 quarters. The position peaked at $318K in Q2 2023. 242 funds tracked by Wall St. Rank hold CDP as of Q3 2023.

  • Inspire Investing reported no remaining COPT Defense Properties position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 13,405 COPT Defense Properties shares in Q3 2023, an estimated $318K.
  • Inspire Investing first reported a position in COPT Defense Properties in Q1 2020 and held it in 11 quarters.
  • Inspire Investing's COPT Defense Properties position peaked at $318K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.