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Bell Investment Advisors’s Seritage Growth Properties SRG Stock Holding History

Bell Investment Advisors’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-67
Closed -$313 – 1939
2024
Q2 		$313 Hold
67
– – ﹤0.01% 1900
2024
Q1 		$647 Hold
67
– – ﹤0.01% 1731
2023
Q4 		$627 Buy
+67
New +$563 ﹤0.01% 1743

Other funds holding SRG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Bell Investment Advisors's SRG Position: Q3 2024 in Review

Bell Investment Advisors sold out of Seritage Growth Properties (SRG) in Q3 2024, closing a stake of 67 shares — an estimated $313 sold.

Bell Investment Advisors first reported a position in SRG in Q4 2023 and held it in 3 quarters. The position peaked at $647 in Q1 2024. 88 funds tracked by Wall St. Rank hold SRG as of Q3 2024.

  • Bell Investment Advisors reported no remaining Seritage Growth Properties position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 67 Seritage Growth Properties shares in Q3 2024, an estimated $313.
  • Bell Investment Advisors first reported a position in Seritage Growth Properties in Q4 2023 and held it in 3 quarters.
  • Bell Investment Advisors's Seritage Growth Properties position peaked at $647 in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.