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Baldwin Wealth Partners’s SiteOne Landscape Supply SITE Stock Holding History

Baldwin Wealth Partners’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-347
Closed -$52.4K – 875
2024
Q3 		$52.4K Buy
+347
New +$47.6K ﹤0.01% 543

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BlackRock
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WA
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BAMCO Inc
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Baldwin Wealth Partners's SITE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of SiteOne Landscape Supply (SITE) in Q4 2024, closing a stake of 347 shares — an estimated $52.4K sold.

Baldwin Wealth Partners first reported a position in SITE in Q3 2024 and held it in 1 quarter. The position peaked at $52.4K in Q3 2024. 377 funds tracked by Wall St. Rank hold SITE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining SiteOne Landscape Supply position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 347 SiteOne Landscape Supply shares in Q4 2024, an estimated $52.4K.
  • Baldwin Wealth Partners first reported a position in SiteOne Landscape Supply in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's SiteOne Landscape Supply position peaked at $52.4K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.