KOC
CIO

Koss-Olinger Consulting’s City Office REIT CIO Stock Holding History

Koss-Olinger Consulting’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,051
Closed -$153K – 322
2023
Q3 		$153K Buy
36,051
+11,640
+48% +$59.8K 0.02% 259
2023
Q2 		$136K Buy
24,411
+6,085
+33% +$33.2K 0.02% 268
2023
Q1 		$126K Buy
18,326
+933
+5% +$7.88K 0.02% 248
2022
Q4 		$146K Buy
+17,393
New +$167K 0.02% 226

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 1-Year Est. Return

Koss-Olinger Consulting's CIO Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of City Office REIT (CIO) in Q4 2023, closing a stake of 36,051 shares — an estimated $153K sold.

Koss-Olinger Consulting first reported a position in CIO in Q4 2022 and held it in 4 quarters. The position peaked at $153K in Q3 2023. 124 funds tracked by Wall St. Rank hold CIO as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining City Office REIT position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 36,051 City Office REIT shares in Q4 2023, an estimated $153K.
  • Koss-Olinger Consulting first reported a position in City Office REIT in Q4 2022 and held it in 4 quarters.
  • Koss-Olinger Consulting's City Office REIT position peaked at $153K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held City Office REIT as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.