Values First Advisors’s One Liberty Properties OLP Stock Holding History

Values First Advisors’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	Closed	-$21	–	281
2023 Q1	$21	Buy	+1	New	+$23	﹤0.01%	366
2020 Q1	–	Sell	-11,301	Closed	-$307K	–	139
2019 Q4	$307K	Buy	+11,301	New	+$311K	0.3%	99

Other funds holding OLP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Values First Advisors's OLP Position: Q2 2023 in Review

Values First Advisors sold out of One Liberty Properties (OLP) in Q2 2023, closing a stake of 1 share — an estimated $21 sold.

Values First Advisors first reported a position in OLP in Q4 2019 and held it in 2 quarters. The position peaked at $307K in Q4 2019. 91 funds tracked by Wall St. Rank hold OLP as of Q2 2023.

Values First Advisors reported no remaining One Liberty Properties position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 1 One Liberty Properties share in Q2 2023, an estimated $21.
Values First Advisors first reported a position in One Liberty Properties in Q4 2019 and held it in 2 quarters.
Values First Advisors's One Liberty Properties position peaked at $307K in Q4 2019.
91 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.