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Belpointe Asset Management’s SITE Centers SITC Stock Holding History

Belpointe Asset 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
2024
Q3 		– Sell
-4
Closed -$43 – 980
2024
Q2 		$43 Buy
+4
New +$44 ﹤0.01% 848
2023
Q2 		– Sell
-841
Closed -$8.06K – 2904
2023
Q1 		$8.06K Sell
841
-278
-25% -$2.82K ﹤0.01% 2818
2022
Q4 		$11.9K Buy
+1,119
New +$11K ﹤0.01% 2524

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Belpointe Asset Management's SITC Position: Q3 2024 in Review

Belpointe Asset Management sold out of SITE Centers (SITC) in Q3 2024, closing a stake of 4 shares — an estimated $43 sold.

Belpointe Asset Management first reported a position in SITC in Q4 2022 and held it in 3 quarters. The position peaked at $11.9K in Q4 2022. 236 funds tracked by Wall St. Rank hold SITC as of Q3 2024.

  • Belpointe Asset Management reported no remaining SITE Centers position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 4 SITE Centers shares in Q3 2024, an estimated $43.
  • Belpointe Asset Management first reported a position in SITE Centers in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's SITE Centers position peaked at $11.9K in Q4 2022.
  • 236 funds tracked by Wall St. Rank held SITE Centers as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.