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BerganKDV Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-21
Closed -$2.88K – 1047
2023
Q1 		$2.88K Buy
+21
New +$2.96K ﹤0.01% 773

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Kayne Anderson Rudnick Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BerganKDV Wealth Management's SITE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q2 2023, closing a stake of 21 shares — an estimated $2.88K sold.

BerganKDV Wealth Management first reported a position in SITE in Q1 2023 and held it in 1 quarter. The position peaked at $2.88K in Q1 2023. 343 funds tracked by Wall St. Rank hold SITE as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining SiteOne Landscape Supply position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 21 SiteOne Landscape Supply shares in Q2 2023, an estimated $2.88K.
  • BerganKDV Wealth Management first reported a position in SiteOne Landscape Supply in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's SiteOne Landscape Supply position peaked at $2.88K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.