Vima LLC’s Realty Income O Stock Holding History

Vima LLC’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-437	Closed	-$27.7K	–	262
2024 Q1	$27.7K	Hold	437	–	–	0.03%	163
2023 Q4	$25.1K	Buy	+437	New	+$22.9K	0.06%	170

Other funds holding O

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vima LLC's O Position: Q2 2024 in Review

Vima LLC sold out of Realty Income (O) in Q2 2024, closing a stake of 437 shares — an estimated $27.7K sold.

Vima LLC first reported a position in O in Q4 2023 and held it in 2 quarters. The position peaked at $27.7K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold O as of Q2 2024.

Vima LLC reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 437 Realty Income shares in Q2 2024, an estimated $27.7K.
Vima LLC first reported a position in Realty Income in Q4 2023 and held it in 2 quarters.
Vima LLC's Realty Income position peaked at $27.7K in Q1 2024.
1,179 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.