SRH Advisors’s Office Properties Income Trust OPI Stock Holding History

SRH Advisors’s Portfolio OPI Stock Details OPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$3K	–	295
2022 Q4	$3K	Hold	200	–	–	﹤0.01%	270
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	285
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	268
2022 Q1	$5K	Sell	200 -1,125	-85%	-$28.6K	0.01%	265
2021 Q4	$33K	Sell	1,325 -940	-42%	-$24.2K	0.04%	147
2021 Q3	$57K	Sell	2,265 -1,000	-31%	-$27.3K	0.07%	120
2021 Q2	$96K	Hold	3,265	–	–	0.12%	86
2021 Q1	$90K	Hold	3,265	–	–	0.13%	76
2020 Q4	$74K	Hold	3,265	–	–	0.12%	81
2020 Q3	$68K	Sell	3,265 -870	-21%	-$21K	0.13%	82
2020 Q2	$107K	Sell	4,135 -852	-17%	-$22.2K	0.27%	56
2020 Q1	$136K	Sell	4,987 -100	-2%	-$3.09K	0.38%	48
2019 Q4	$164K	Sell	5,087 -1,000	-16%	-$32K	0.53%	42
2019 Q3	$187K	Buy	6,087 +138	+2%	+$3.85K	0.63%	40
2019 Q2	$156K	Buy	5,949 +315	+6%	+$8.28K	0.53%	44
2019 Q1	$156K	Buy	+5,634	New	+$171K	0.55%	42

Other funds holding OPI

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SRH Advisors's OPI Position: Q1 2023 in Review

SRH Advisors sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 200 shares — an estimated $3K sold.

SRH Advisors first reported a position in OPI in Q1 2019 and held it in 16 quarters. The position peaked at $187K in Q3 2019. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

SRH Advisors reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
SRH Advisors sold 200 Office Properties Income Trust shares in Q1 2023, an estimated $3K.
SRH Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 16 quarters.
SRH Advisors's Office Properties Income Trust position peaked at $187K in Q3 2019.
189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on SRH Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.