OPS
CDP icon

Orion Portfolio Solutions’s COPT Defense Properties CDP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-122
Closed -$3K – 685
2020
Q2 		$3K Buy
122
+16
+15% +$399 ﹤0.01% 1624
2020
Q1 		$2K Hold
106
– – ﹤0.01% 1549
2019
Q4 		$3K Buy
+106
New +$3.09K ﹤0.01% 1387

Other funds holding CDP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Orion Portfolio Solutions's CDP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of COPT Defense Properties (CDP) in Q3 2020, closing a stake of 122 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in CDP in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 255 funds tracked by Wall St. Rank hold CDP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining COPT Defense Properties position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 122 COPT Defense Properties shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in COPT Defense Properties in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's COPT Defense Properties position peaked at $3K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.