ZCM
OPI

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

Zebra 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
2021
Q1 		– Sell
-9,215
Closed -$209K – 232
2020
Q4 		$209K Sell
9,215
-608
-6% -$13.3K 0.27% 138
2020
Q3 		$204K Buy
+9,823
New +$237K 0.32% 135

Other funds holding OPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zebra Capital Management's OPI Position: Q1 2021 in Review

Zebra Capital Management sold out of Office Properties Income Trust (OPI) in Q1 2021, closing a stake of 9,215 shares — an estimated $209K sold.

Zebra Capital Management first reported a position in OPI in Q3 2020 and held it in 2 quarters. The position peaked at $209K in Q4 2020. 191 funds tracked by Wall St. Rank hold OPI as of Q1 2021.

  • Zebra Capital Management reported no remaining Office Properties Income Trust position as of Q1 2021 after selling out during the quarter.
  • Zebra Capital Management sold 9,215 Office Properties Income Trust shares in Q1 2021, an estimated $209K.
  • Zebra Capital Management first reported a position in Office Properties Income Trust in Q3 2020 and held it in 2 quarters.
  • Zebra Capital Management's Office Properties Income Trust position peaked at $209K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2021.

Based on Zebra Capital Management's 13F filing for Q1 2021, filed 17 May 2021.