YCM
OPI

Yousif Capital Management’s Office Properties Income Trust OPI Stock Holding History

Yousif Capital 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
-26,047
Closed -$201K – 1997
2023
Q2 		$201K Sell
26,047
-1,213
-4% -$9.18K ﹤0.01% 1849
2023
Q1 		$335K Sell
27,260
-3,645
-12% -$56K ﹤0.01% 1658
2022
Q4 		$413K Sell
30,905
-8,145
-21% -$117K 0.01% 1578
2022
Q3 		$549K Sell
39,050
-655
-2% -$12.3K 0.01% 1470
2022
Q2 		$792K Sell
39,705
-4,130
-9% -$89.4K 0.01% 1352
2022
Q1 		$1.13M Sell
43,835
-210
-0.5% -$5.34K 0.01% 1299
2021
Q4 		$1.09M Buy
+44,045
New +$1.13M 0.01% 1330

Other funds holding OPI

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
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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 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

Yousif Capital Management's OPI Position: Q3 2023 in Review

Yousif Capital Management sold out of Office Properties Income Trust (OPI) in Q3 2023, closing a stake of 26,047 shares — an estimated $201K sold.

Yousif Capital Management first reported a position in OPI in Q4 2021 and held it in 7 quarters. The position peaked at $1.13M in Q1 2022. 175 funds tracked by Wall St. Rank hold OPI as of Q3 2023.

  • Yousif Capital Management reported no remaining Office Properties Income Trust position as of Q3 2023 after selling out during the quarter.
  • Yousif Capital Management sold 26,047 Office Properties Income Trust shares in Q3 2023, an estimated $201K.
  • Yousif Capital Management first reported a position in Office Properties Income Trust in Q4 2021 and held it in 7 quarters.
  • Yousif Capital Management's Office Properties Income Trust position peaked at $1.13M in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2023.

Based on Yousif Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.