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Macroview Investment Management’s OFG Bancorp OFG Stock Holding History

Macroview Investment Management’s Portfolio OFG Stock Details OFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-78
Closed -$3.5K – 387
2024
Q3 		$3.5K Hold
78
– – ﹤0.01% 418
2024
Q2 		$2.92K Hold
78
– – ﹤0.01% 441
2024
Q1 		$2.87K Hold
78
– – ﹤0.01% 484
2023
Q4 		$2.92K Sell
78
-259
-77% -$8.53K ﹤0.01% 462
2023
Q3 		$10.1K Buy
+337
New +$10.3K 0.01% 263
2023
Q2 		– Sell
-421
Closed -$10.5K – 547
2023
Q1 		$10.5K Buy
421
+28
+7% +$783 0.02% 252
2022
Q4 		$10.8K Buy
+393
New +$10.8K 0.02% 227

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macroview Investment Management's OFG Position: Q4 2024 in Review

Macroview Investment Management sold out of OFG Bancorp (OFG) in Q4 2024, closing a stake of 78 shares — an estimated $3.5K sold.

Macroview Investment Management first reported a position in OFG in Q4 2022 and held it in 7 quarters. The position peaked at $10.8K in Q4 2022. 239 funds tracked by Wall St. Rank hold OFG as of Q4 2024.

  • Macroview Investment Management reported no remaining OFG Bancorp position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 78 OFG Bancorp shares in Q4 2024, an estimated $3.5K.
  • Macroview Investment Management first reported a position in OFG Bancorp in Q4 2022 and held it in 7 quarters.
  • Macroview Investment Management's OFG Bancorp position peaked at $10.8K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held OFG Bancorp as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.