SGI
OLP

Summit Global Investments’s One Liberty Properties OLP Stock Holding History

Summit Global Investments’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
2020
Q1 		– Sell
-34,050
Closed -$926K – 274
2019
Q4 		$926K Buy
34,050
+1,970
+6% +$54.2K 0.1% 147
2019
Q3 		$883K Buy
32,080
+7,680
+31% +$215K 0.1% 149
2019
Q2 		$707K Buy
+24,400
New +$704K 0.09% 200

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Global Investments's OLP Position: Q1 2020 in Review

Summit Global Investments sold out of One Liberty Properties (OLP) in Q1 2020, closing a stake of 34,050 shares — an estimated $926K sold.

Summit Global Investments first reported a position in OLP in Q2 2019 and held it in 3 quarters. The position peaked at $926K in Q4 2019. 99 funds tracked by Wall St. Rank hold OLP as of Q1 2020.

  • Summit Global Investments reported no remaining One Liberty Properties position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 34,050 One Liberty Properties shares in Q1 2020, an estimated $926K.
  • Summit Global Investments first reported a position in One Liberty Properties in Q2 2019 and held it in 3 quarters.
  • Summit Global Investments's One Liberty Properties position peaked at $926K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.