Zurich Cantonal Bank’s Office Properties Income Trust OPI Stock Holding History

Zurich Cantonal Bank’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 Q4	–	Sell	-5,247	Closed	-$21.5K	–	2775
2023 Q3	$21.5K	Hold	5,247	–	–	﹤0.01%	2704
2023 Q2	$40.4K	Sell	5,247 -8,356	-61%	-$63.2K	﹤0.01%	2653
2023 Q1	$167K	Hold	13,603	–	–	﹤0.01%	1985
2022 Q4	$182K	Hold	13,603	–	–	﹤0.01%	1872
2022 Q3	$191K	Hold	13,603	–	–	﹤0.01%	1783
2022 Q2	$271K	Hold	13,603	–	–	﹤0.01%	1613
2022 Q1	$350K	Hold	13,603	–	–	﹤0.01%	1563
2021 Q4	$338K	Sell	13,603 -1,241	-8%	-$31.9K	﹤0.01%	1735
2021 Q3	$376K	Hold	14,844	–	–	﹤0.01%	1482
2021 Q2	$435K	Hold	14,844	–	–	﹤0.01%	1306
2021 Q1	$409K	Hold	14,844	–	–	﹤0.01%	1357
2020 Q4	$337K	Hold	14,844	–	–	﹤0.01%	1509
2020 Q3	$308K	Buy	14,844 +1,276	+9%	+$30.7K	﹤0.01%	1323
2020 Q2	$352K	Buy	13,568 +237	+2%	+$6.17K	﹤0.01%	1194
2020 Q1	$363K	Buy	13,331 +2,261	+20%	+$69.9K	﹤0.01%	963
2019 Q4	$356K	Sell	11,070 -1,043	-9%	-$33.4K	﹤0.01%	1033
2019 Q3	$371K	Hold	12,113	–	–	﹤0.01%	983
2019 Q2	$318K	Sell	12,113 -18	-0.1%	-$473	﹤0.01%	1031
2019 Q1	$335K	Buy	+12,131	New	+$368K	﹤0.01%	988

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Zurich Cantonal Bank's OPI Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 5,247 shares — an estimated $21.5K sold.

Zurich Cantonal Bank first reported a position in OPI in Q1 2019 and held it in 19 quarters. The position peaked at $435K in Q2 2021. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

Zurich Cantonal Bank reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 5,247 Office Properties Income Trust shares in Q4 2023, an estimated $21.5K.
Zurich Cantonal Bank first reported a position in Office Properties Income Trust in Q1 2019 and held it in 19 quarters.
Zurich Cantonal Bank's Office Properties Income Trust position peaked at $435K in Q2 2021.
153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.