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

Zacks 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
2020 Q4	–	Sell	-33,340	Closed	-$691K	–	563
2020 Q3	$691K	Sell	33,340 -16,115	-33%	-$388K	0.01%	366
2020 Q2	$1.28M	Sell	49,455 -5,077	-9%	-$132K	0.03%	267
2020 Q1	$1.49M	Sell	54,532 -5,514	-9%	-$170K	0.04%	233
2019 Q4	$1.93M	Buy	60,046 +93	+0.2%	+$2.98K	0.04%	274
2019 Q3	$1.84M	Sell	59,953 -1,763	-3%	-$49.2K	0.04%	274
2019 Q2	$1.62M	Buy	61,716 +42,381	+219%	+$1.11M	0.03%	311
2019 Q1	$534K	Buy	+19,335	New	+$586K	0.01%	452

Other funds holding OPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Zacks Investment Management's OPI Position: Q4 2020 in Review

Zacks Investment Management sold out of Office Properties Income Trust (OPI) in Q4 2020, closing a stake of 33,340 shares — an estimated $691K sold.

Zacks Investment Management first reported a position in OPI in Q1 2019 and held it in 7 quarters. The position peaked at $1.93M in Q4 2019. 197 funds tracked by Wall St. Rank hold OPI as of Q4 2020.

Zacks Investment Management reported no remaining Office Properties Income Trust position as of Q4 2020 after selling out during the quarter.
Zacks Investment Management sold 33,340 Office Properties Income Trust shares in Q4 2020, an estimated $691K.
Zacks Investment Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 7 quarters.
Zacks Investment Management's Office Properties Income Trust position peaked at $1.93M in Q4 2019.
197 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.