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Baystate Wealth Management’s SL Green Realty SLG Stock Holding History

Baystate Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.88K Sell
41
-8
-16% -$295 ﹤0.01% 1076
2023
Q3 		$1.86K Buy
49
+1
+2% +$36 ﹤0.01% 813
2023
Q2 		$1.46K Buy
48
+1
+2% +$24 ﹤0.01% 896
2023
Q1 		$1.11K Sell
47
-1,209
-96% -$40.8K ﹤0.01% 920
2022
Q4 		$42K Buy
1,256
+1,220
+3,389% +$46.4K ﹤0.01% 353
2022
Q3 		$1K Buy
36
+1
+3% +$46 ﹤0.01% 850
2022
Q2 		$2K Hold
35
– – ﹤0.01% 783
2022
Q1 		$3K Buy
35
+1
+3% +$79 ﹤0.01% 725
2021
Q4 		$3K Sell
34
-1
-3% -$74 ﹤0.01% 726
2021
Q3 		$2K Buy
35
+1
+3% +$73 ﹤0.01% 703
2021
Q2 		$3K Hold
34
– – ﹤0.01% 627
2021
Q1 		$2K Buy
34
+2
+6% +$135 ﹤0.01% 609
2020
Q4 		$2K Sell
32
-2
-6% -$106 ﹤0.01% 582
2020
Q3 		$2K Buy
34
+1
+3% +$46 ﹤0.01% 551
2020
Q2 		$2K Hold
33
– – ﹤0.01% 563
2020
Q1 		$1K Hold
33
– – ﹤0.01% 572
2019
Q4 		$3K Buy
33
+1
+3% +$82 ﹤0.01% 495
2019
Q3 		$3K Hold
32
– – ﹤0.01% 460
2019
Q2 		$2K Hold
32
– – ﹤0.01% 503
2019
Q1 		$3K Buy
32
+1
+3% +$87 ﹤0.01% 479
2018
Q4 		$3K Hold
31
– – ﹤0.01% 486
2018
Q3 		$3K Hold
31
– – ﹤0.01% 493
2018
Q2 		$3K Hold
31
– – ﹤0.01% 512
2018
Q1 		$3K Hold
31
– – ﹤0.01% 474
2017
Q4 		$3K Hold
31
– – ﹤0.01% 478
2017
Q3 		$3K Hold
31
– – ﹤0.01% 465
2017
Q2 		$3K Hold
31
– – ﹤0.01% 465
2017
Q1 		$3K Buy
+31
New +$3.27K ﹤0.01% 439

Other funds holding SLG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baystate Wealth Management reduced its SL Green Realty (SLG) stake by 16% in Q4 2023, selling an estimated $295 and leaving 41 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Baystate Wealth Management first reported a position in SLG in Q1 2017 and has held it in 28 quarters since. The position peaked at $42K in Q4 2022. 300 funds tracked by Wall St. Rank hold SLG as of Q4 2023.

  • Baystate Wealth Management held 41 shares of SL Green Realty worth $1.88K as of Q4 2023.
  • Baystate Wealth Management sold 8 SL Green Realty shares in Q4 2023, an estimated $295.
  • SL Green Realty made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1076 holding.
  • Baystate Wealth Management first reported a position in SL Green Realty in Q1 2017 and has held it in 28 quarters since.
  • Baystate Wealth Management's SL Green Realty position peaked at $42K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2023.

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