UB
OLP

UMB Bank’s One Liberty Properties OLP Stock Holding History

UMB Bank’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
2023
Q2 		– Sell
-1,621
Closed -$37.2K – 1726
2023
Q1 		$37.2K Hold
1,621
– – ﹤0.01% 919
2022
Q4 		$36K Hold
1,621
– – ﹤0.01% 940
2022
Q3 		$34K Hold
1,621
– – ﹤0.01% 962
2022
Q2 		$42K Hold
1,621
– – ﹤0.01% 961
2022
Q1 		$50K Hold
1,621
– – ﹤0.01% 969
2021
Q4 		$57K Buy
+1,621
New +$53.7K ﹤0.01% 958

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UMB Bank's OLP Position: Q2 2023 in Review

UMB Bank sold out of One Liberty Properties (OLP) in Q2 2023, closing a stake of 1,621 shares — an estimated $37.2K sold.

UMB Bank first reported a position in OLP in Q4 2021 and held it in 6 quarters. The position peaked at $57K in Q4 2021. 91 funds tracked by Wall St. Rank hold OLP as of Q2 2023.

  • UMB Bank reported no remaining One Liberty Properties position as of Q2 2023 after selling out during the quarter.
  • UMB Bank sold 1,621 One Liberty Properties shares in Q2 2023, an estimated $37.2K.
  • UMB Bank first reported a position in One Liberty Properties in Q4 2021 and held it in 6 quarters.
  • UMB Bank's One Liberty Properties position peaked at $57K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.