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Morton Brown Family Wealth’s COPT Defense Properties CDP Stock Holding History

Morton Brown Family Wealth’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$948 – 201
2023
Q1 		$948 Buy
+40
New +$1.03K ﹤0.01% 269

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morton Brown Family Wealth's CDP Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of COPT Defense Properties (CDP) in Q2 2023, closing a stake of 40 shares — an estimated $948 sold.

Morton Brown Family Wealth first reported a position in CDP in Q1 2023 and held it in 1 quarter. The position peaked at $948 in Q1 2023. 239 funds tracked by Wall St. Rank hold CDP as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining COPT Defense Properties position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 40 COPT Defense Properties shares in Q2 2023, an estimated $948.
  • Morton Brown Family Wealth first reported a position in COPT Defense Properties in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's COPT Defense Properties position peaked at $948 in Q1 2023.
  • 239 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.