Reilly Financial Advisors’s One Liberty Properties OLP Stock Holding History

Reilly Financial 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
2021 Q4	$25K	Hold	702	–	–	﹤0.01%	530
2021 Q3	$21K	Hold	702	–	–	﹤0.01%	518
2021 Q2	$20K	Hold	702	–	–	﹤0.01%	552
2021 Q1	$16K	Hold	702	–	–	﹤0.01%	592
2020 Q4	$14K	Buy	702 +96	+16%	+$1.72K	﹤0.01%	563
2020 Q3	$10K	Buy	606 +6	+1%	+$107	﹤0.01%	571
2020 Q2	$11K	Hold	600	–	–	﹤0.01%	562
2020 Q1	$8K	Buy	600 +200	+50%	+$4.84K	﹤0.01%	597
2019 Q4	$11K	Hold	400	–	–	﹤0.01%	611
2019 Q3	$11K	Hold	400	–	–	﹤0.01%	620
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	635
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	640
2018 Q4	$10K	Buy	+400	New	+$10.3K	﹤0.01%	651

Other funds holding OLP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Reilly Financial Advisors's OLP Position: Q4 2021 in Review

Reilly Financial Advisors held its One Liberty Properties (OLP) position steady in Q4 2021 at 702 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Reilly Financial Advisors first reported a position in OLP in Q4 2018 and has held it in 13 quarters since. 107 funds tracked by Wall St. Rank hold OLP as of Q4 2021.

Reilly Financial Advisors held 702 shares of One Liberty Properties worth $25K as of Q4 2021.
Reilly Financial Advisors left its One Liberty Properties share count unchanged in Q4 2021.
One Liberty Properties made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #530 holding.
Reilly Financial Advisors first reported a position in One Liberty Properties in Q4 2018 and has held it in 13 quarters since.
107 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.