Jacobs Levy Equity Management
OPI

Jacobs Levy Equity Management’s Office Properties Income Trust OPI Stock Holding History

Jacobs Levy Equity Management’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-430,691
Closed -$8.59M – 1120
2022
Q2 		$8.59M Buy
430,691
+277,236
+181% +$6M 0.07% 306
2022
Q1 		$3.95M Sell
153,455
-3,021
-2% -$76.8K 0.03% 474
2021
Q4 		$3.89M Buy
156,476
+136,523
+684% +$3.51M 0.03% 485
2021
Q3 		$505K Sell
19,953
-358
-2% -$9.76K ﹤0.01% 856
2021
Q2 		$595K Buy
+20,311
New +$582K ﹤0.01% 834

Other funds holding OPI

BlackRock
BlackRock New York $5.7T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return