MSWM
OLP

McGlone Suttner Wealth Management’s One Liberty Properties OLP Stock Holding History

McGlone Suttner Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$14 – 580
2023
Q4 		$14 Buy
+1
New +$20 ﹤0.01% 826

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's OLP Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of One Liberty Properties (OLP) in Q1 2024, closing a stake of 1 share — an estimated $14 sold.

McGlone Suttner Wealth Management first reported a position in OLP in Q4 2023 and held it in 1 quarter. The position peaked at $14 in Q4 2023. 97 funds tracked by Wall St. Rank hold OLP as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining One Liberty Properties position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 One Liberty Properties share in Q1 2024, an estimated $14.
  • McGlone Suttner Wealth Management first reported a position in One Liberty Properties in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's One Liberty Properties position peaked at $14 in Q4 2023.
  • 97 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.