SFP
OLP

Sterling Financial Planning’s One Liberty Properties OLP Stock Holding History

Sterling Financial Planning’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 		– Sell
-726
Closed -$22K – 293
2021
Q3 		$22K Hold
726
– – 0.01% 257
2021
Q2 		$21K Hold
726
– – 0.01% 250
2021
Q1 		$16K Hold
726
– – 0.01% 244
2020
Q4 		$15K Buy
+726
New +$13K 0.01% 236

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sterling Financial Planning's OLP Position: Q4 2021 in Review

Sterling Financial Planning sold out of One Liberty Properties (OLP) in Q4 2021, closing a stake of 726 shares — an estimated $22K sold.

Sterling Financial Planning first reported a position in OLP in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 107 funds tracked by Wall St. Rank hold OLP as of Q4 2021.

  • Sterling Financial Planning reported no remaining One Liberty Properties position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 726 One Liberty Properties shares in Q4 2021, an estimated $22K.
  • Sterling Financial Planning first reported a position in One Liberty Properties in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's One Liberty Properties position peaked at $22K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.