Sugarloaf Wealth Management’s Orion Office REIT ONL Stock Holding History

Sugarloaf Wealth Management’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-179	Closed	-$643	–	702
2024 Q2	$643	Buy	179 +5	+3%	+$17	﹤0.01%	624
2024 Q1	$609	Sell	174 -66	-28%	-$296	﹤0.01%	636
2023 Q4	$1.38K	Buy	240 +46	+24%	+$240	﹤0.01%	618
2023 Q3	$1.01K	Sell	194 -72	-27%	-$437	﹤0.01%	625
2023 Q2	$1.76K	Sell	266 -13	-5%	-$81	﹤0.01%	624
2023 Q1	$1.87K	Buy	279 +2	+0.7%	+$16	﹤0.01%	618
2022 Q4	$2.37K	Sell	277 -60	-18%	-$548	﹤0.01%	658
2022 Q3	$3K	Buy	337 +3	+0.9%	+$31	﹤0.01%	677
2022 Q2	$4K	Buy	+334	New	+$4.31K	﹤0.01%	637

Other funds holding ONL

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Sugarloaf Wealth Management's ONL Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Orion Office REIT (ONL) in Q3 2024, closing a stake of 179 shares — an estimated $643 sold.

Sugarloaf Wealth Management first reported a position in ONL in Q2 2022 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 244 funds tracked by Wall St. Rank hold ONL as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Orion Office REIT position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 179 Orion Office REIT shares in Q3 2024, an estimated $643.
Sugarloaf Wealth Management first reported a position in Orion Office REIT in Q2 2022 and held it in 9 quarters.
Sugarloaf Wealth Management's Orion Office REIT position peaked at $4K in Q2 2022.
244 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.