KFS
ONL

Kelly Financial Services’s Orion Office REIT ONL Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-121
Closed -$434 – 556
2024
Q2 		$434 Hold
121
– – ﹤0.01% 717
2024
Q1 		$425 Hold
121
– – ﹤0.01% 732
2023
Q4 		$692 Hold
121
– – ﹤0.01% 681
2023
Q3 		$630 Hold
121
– – ﹤0.01% 668
2023
Q2 		$800 Hold
121
– – ﹤0.01% 623
2023
Q1 		$811 Buy
121
+83
+218% +$674 ﹤0.01% 606
2022
Q4 		$325 Hold
38
– – ﹤0.01% 626
2022
Q3 		$333 Hold
38
– – ﹤0.01% 635
2022
Q2 		$416 Hold
38
– – ﹤0.01% 613
2022
Q1 		$532 Hold
38
– – ﹤0.01% 604
2021
Q4 		$709 Buy
+38
New +$750 ﹤0.01% 605

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 $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return