Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCWM
Bartlett & Co Wealth Management’s
SiteOne Landscape Supply
SITE
Stock Holding History
Bartlett & Co Wealth Management’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
2026
Q1
$10K
Hold
80
–
–
﹤0.01%
923
2025
Q4
$9.96K
Sell
80
-30
-27%
-$3.8K
﹤0.01%
923
2025
Q3
$14.2K
Hold
110
–
–
﹤0.01%
872
2025
Q2
$13.3K
Hold
110
–
–
﹤0.01%
881
2025
Q1
$13.4K
Hold
110
–
–
﹤0.01%
881
2024
Q4
$14.5K
Hold
110
–
–
﹤0.01%
859
2024
Q3
$16.6K
Hold
110
–
–
﹤0.01%
841
2024
Q2
$13.4K
Hold
110
–
–
﹤0.01%
882
2024
Q1
$19.2K
Hold
110
–
–
﹤0.01%
821
2023
Q4
$18K
Hold
110
–
–
﹤0.01%
899
2023
Q3
$18K
Hold
110
–
–
﹤0.01%
843
2023
Q2
$18.4K
Hold
110
–
–
﹤0.01%
837
2023
Q1
$15.1K
Hold
110
–
–
﹤0.01%
761
2022
Q4
$12.9K
Hold
110
–
–
﹤0.01%
793
2022
Q3
$11.5K
Sell
110
-97
-47%
-$12.1K
﹤0.01%
803
2022
Q2
$24.6K
Buy
+207
New
+$27.8K
﹤0.01%
695
2021
Q1
–
Sell
-15
Closed
-$2.38K
–
1183
2020
Q4
$2.38K
Buy
+15
New
+$2.06K
﹤0.01%
894
Other funds holding SITE
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close