Voloridge Investment Management
OPI

Voloridge Investment Management’s Office Properties Income Trust OPI Stock Holding History

Voloridge Investment Management’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-106,859
Closed -$823K – 1546
2023
Q2 		$823K Buy
+106,859
New +$809K ﹤0.01% 1155
2022
Q2 		– Sell
-20,135
Closed -$518K – 1577
2022
Q1 		$518K Buy
+20,135
New +$512K ﹤0.01% 1221
2021
Q1 		– Sell
-17,707
Closed -$402K – 1583
2020
Q4 		$402K Buy
17,707
+7,005
+65% +$153K ﹤0.01% 1169
2020
Q3 		$222K Sell
10,702
-26,373
-71% -$635K ﹤0.01% 1185
2020
Q2 		$963K Buy
37,075
+22,310
+151% +$581K 0.01% 863
2020
Q1 		$402K Buy
+14,765
New +$456K 0.01% 778
2019
Q2 		– Sell
-27,908
Closed -$771K – 984
2019
Q1 		$771K Buy
+27,908
New +$846K 0.02% 558

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voloridge Investment Management's OPI Position: Q3 2023 in Review

Voloridge Investment Management sold out of Office Properties Income Trust (OPI) in Q3 2023, closing a stake of 106,859 shares — an estimated $823K sold.

Voloridge Investment Management first reported a position in OPI in Q1 2019 and held it in 7 quarters. The position peaked at $963K in Q2 2020. 175 funds tracked by Wall St. Rank hold OPI as of Q3 2023.

  • Voloridge Investment Management reported no remaining Office Properties Income Trust position as of Q3 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 106,859 Office Properties Income Trust shares in Q3 2023, an estimated $823K.
  • Voloridge Investment Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 7 quarters.
  • Voloridge Investment Management's Office Properties Income Trust position peaked at $963K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2023.

Based on Voloridge Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.