LF
OPI

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

Lee 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
Q2 		– Sell
-359
Closed -$4.42K – 818
2023
Q1 		$4.42K Buy
359
+207
+136% +$3.18K ﹤0.01% 547
2022
Q4 		$2.03K Buy
+152
New +$2.19K ﹤0.01% 688
2021
Q3 		– Sell
-60
Closed -$2K – 722
2021
Q2 		$2K Buy
+60
New +$1.72K ﹤0.01% 602

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Lee Financial's OPI Position: Q2 2023 in Review

Lee Financial sold out of Office Properties Income Trust (OPI) in Q2 2023, closing a stake of 359 shares — an estimated $4.42K sold.

Lee Financial first reported a position in OPI in Q2 2021 and held it in 3 quarters. The position peaked at $4.42K in Q1 2023. 186 funds tracked by Wall St. Rank hold OPI as of Q2 2023.

  • Lee Financial reported no remaining Office Properties Income Trust position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 359 Office Properties Income Trust shares in Q2 2023, an estimated $4.42K.
  • Lee Financial first reported a position in Office Properties Income Trust in Q2 2021 and held it in 3 quarters.
  • Lee Financial's Office Properties Income Trust position peaked at $4.42K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.