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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 – 551
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 $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kelly Financial Services's ONL Position: Q3 2024 in Review

Kelly Financial Services sold out of Orion Office REIT (ONL) in Q3 2024, closing a stake of 121 shares — an estimated $434 sold.

Kelly Financial Services first reported a position in ONL in Q4 2021 and held it in 11 quarters. The position peaked at $811 in Q1 2023. 245 funds tracked by Wall St. Rank hold ONL as of Q3 2024.

  • Kelly Financial Services reported no remaining Orion Office REIT position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 121 Orion Office REIT shares in Q3 2024, an estimated $434.
  • Kelly Financial Services first reported a position in Orion Office REIT in Q4 2021 and held it in 11 quarters.
  • Kelly Financial Services's Orion Office REIT position peaked at $811 in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.