Lombard Odier Asset Management (Switzerland)’s Federal Realty Investment Trust FRT Stock Holding History

Lombard Odier Asset Management (Switzerland)’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,124	Closed	-$229K	–	216
2020 Q3	$229K	Buy	+3,124	New	+$246K	0.02%	344
2019 Q2	–	Sell	-1,694	Closed	-$234K	–	358
2019 Q1	$234K	Hold	1,694	–	–	0.02%	332
2018 Q4	$200K	Buy	+1,694	New	+$213K	0.02%	321
2017 Q3	–	Sell	-18,075	Closed	-$2.28M	–	369
2017 Q2	$2.28M	Sell	18,075 -1,402	-7%	-$181K	0.26%	78
2017 Q1	$2.6M	Buy	+19,477	New	+$2.69M	0.29%	77
2014 Q4	–	Sell	-4,700	Closed	-$560K	–	504
2014 Q3	$560K	Buy	+4,700	New	+$576K	0.01%	666

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s FRT Position: Q4 2020 in Review

Lombard Odier Asset Management (Switzerland) sold out of Federal Realty Investment Trust (FRT) in Q4 2020, closing a stake of 3,124 shares — an estimated $229K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in FRT in Q3 2014 and held it in 6 quarters. The position peaked at $2.6M in Q1 2017. 380 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

Lombard Odier Asset Management (Switzerland) reported no remaining Federal Realty Investment Trust position as of Q4 2020 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 3,124 Federal Realty Investment Trust shares in Q4 2020, an estimated $229K.
Lombard Odier Asset Management (Switzerland) first reported a position in Federal Realty Investment Trust in Q3 2014 and held it in 6 quarters.
Lombard Odier Asset Management (Switzerland)'s Federal Realty Investment Trust position peaked at $2.6M in Q1 2017.
380 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2020, filed 16 Feb 2021.