NGA
OLP

Naples Global Advisors’s One Liberty Properties OLP Stock Holding History

Naples Global Advisors’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
2020
Q3 		– Sell
-10,265
Closed -$181K – 350
2020
Q2 		$181K Sell
10,265
-31,375
-75% -$497K 0.04% 324
2020
Q1 		$580K Sell
41,640
-2,950
-7% -$71.4K 0.15% 181
2019
Q4 		$1.21M Buy
44,590
+2,738
+7% +$75.3K 0.25% 128
2019
Q3 		$1.15M Buy
41,852
+12,815
+44% +$359K 0.27% 129
2019
Q2 		$841K Hold
29,037
– – 0.2% 153
2019
Q1 		$842K Buy
29,037
+300
+1% +$8.32K 0.22% 150
2018
Q4 		$739K Buy
28,737
+7,850
+38% +$203K 0.21% 156
2018
Q3 		$580K Sell
20,887
-1,000
-5% -$27.9K 0.15% 188
2018
Q2 		$578K Sell
21,887
-900
-4% -$22.3K 0.16% 183
2018
Q1 		$504K Sell
22,787
-100
-0.4% -$2.38K 0.15% 194
2017
Q4 		$593K Sell
22,887
-150
-0.7% -$3.84K 0.18% 172
2017
Q3 		$561K Hold
23,037
– – 0.19% 164
2017
Q2 		$540K Buy
23,037
+250
+1% +$5.89K 0.19% 163
2017
Q1 		$532K Buy
22,787
+275
+1% +$6.52K 0.19% 169
2016
Q4 		$566K Sell
22,512
-200
-0.9% -$4.83K 0.22% 152
2016
Q3 		$549K Buy
+22,712
New +$558K 0.21% 162

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Global Advisors's OLP Position: Q3 2020 in Review

Naples Global Advisors sold out of One Liberty Properties (OLP) in Q3 2020, closing a stake of 10,265 shares — an estimated $181K sold.

Naples Global Advisors first reported a position in OLP in Q3 2016 and held it in 16 quarters. The position peaked at $1.21M in Q4 2019. 108 funds tracked by Wall St. Rank hold OLP as of Q3 2020.

  • Naples Global Advisors reported no remaining One Liberty Properties position as of Q3 2020 after selling out during the quarter.
  • Naples Global Advisors sold 10,265 One Liberty Properties shares in Q3 2020, an estimated $181K.
  • Naples Global Advisors first reported a position in One Liberty Properties in Q3 2016 and held it in 16 quarters.
  • Naples Global Advisors's One Liberty Properties position peaked at $1.21M in Q4 2019.
  • 108 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2020.

Based on Naples Global Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.