JF
OPI

Jump Financial’s Office Properties Income Trust OPI Stock Holding History

Jump Financial’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
2023
Q4 		– Sell
-63,891
Closed -$262K – 2105
2023
Q3 		$262K Buy
63,891
+33,344
+109% +$231K 0.01% 1374
2023
Q2 		$235K Buy
+30,547
New +$231K 0.01% 1440
2022
Q2 		– Sell
-8,900
Closed -$229K – 1908
2022
Q1 		$229K Sell
8,900
-9,297
-51% -$236K 0.01% 1224
2021
Q4 		$452K Buy
+18,197
New +$468K 0.03% 702

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jump Financial's OPI Position: Q4 2023 in Review

Jump Financial sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 63,891 shares — an estimated $262K sold.

Jump Financial first reported a position in OPI in Q4 2021 and held it in 4 quarters. The position peaked at $452K in Q4 2021. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Jump Financial reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 63,891 Office Properties Income Trust shares in Q4 2023, an estimated $262K.
  • Jump Financial first reported a position in Office Properties Income Trust in Q4 2021 and held it in 4 quarters.
  • Jump Financial's Office Properties Income Trust position peaked at $452K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.