Baystate Wealth Management’s SITE Centers SITC Stock Holding History

Baystate Wealth Management’s Portfolio SITC Stock Details SITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9.54K	Buy	897 +10	+1%	+$100	﹤0.01%	731
2023 Q3	$8.54K	Buy	887 +8	+0.9%	+$84	﹤0.01%	610
2023 Q2	$9.07K	Buy	879 +10	+1%	+$96	﹤0.01%	590
2023 Q1	$8.34K	Buy	869 +8	+0.9%	+$81	﹤0.01%	594
2022 Q4	$9K	Buy	861 +10	+1%	+$98	﹤0.01%	597
2022 Q3	$7K	Buy	851 +8	+0.9%	+$84	﹤0.01%	611
2022 Q2	$9K	Buy	843 +6	+0.7%	+$71	﹤0.01%	592
2022 Q1	$11K	Buy	837 +6	+0.7%	+$73	﹤0.01%	569
2021 Q4	$10K	Buy	+831	New	+$10.4K	﹤0.01%	582

Other funds holding SITC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Baystate Wealth Management's SITC Position: Q4 2023 in Review

Baystate Wealth Management increased its SITE Centers (SITC) stake by 1.1% in Q4 2023, buying an estimated $100 and bringing the position to 897 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Baystate Wealth Management first reported a position in SITC in Q4 2021 and has held it in 9 quarters since. The position peaked at $11K in Q1 2022. 232 funds tracked by Wall St. Rank hold SITC as of Q4 2023.

Baystate Wealth Management held 897 shares of SITE Centers worth $9.54K as of Q4 2023.
Baystate Wealth Management bought 10 SITE Centers shares in Q4 2023, an estimated $100.
SITE Centers made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #731 holding.
Baystate Wealth Management first reported a position in SITE Centers in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's SITE Centers position peaked at $11K in Q1 2022.
232 funds tracked by Wall St. Rank held SITE Centers as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.