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

BerganKDV 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 Q2	$571	Sell	19 -10	-34%	-$241	﹤0.01%	803
2023 Q1	$683	Buy	29 +18	+164%	+$607	﹤0.01%	944
2022 Q4	$371	Hold	11	–	–	﹤0.01%	980
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1059
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	932
2022 Q1	$1K	Sell	11 -1	-8%	-$79	﹤0.01%	958
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	1012
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	999
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	947
2021 Q1	$1K	Sell	12 -2	-14%	-$135	﹤0.01%	893
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	898
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	861
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	898
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	877
2019 Q4	$1K	Buy	+14	New	+$1.15K	﹤0.01%	893

Other funds holding SLG

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its SL Green Realty (SLG) stake by 34% in Q2 2023, selling an estimated $241 and leaving 19 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #803.

BerganKDV Wealth Management first reported a position in SLG in Q4 2019 and has held it in 15 quarters since. The position peaked at $1K in Q2 2022. 281 funds tracked by Wall St. Rank hold SLG as of Q2 2023.

BerganKDV Wealth Management held 19 shares of SL Green Realty worth $571 as of Q2 2023.
BerganKDV Wealth Management sold 10 SL Green Realty shares in Q2 2023, an estimated $241.
SL Green Realty made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #803 holding.
BerganKDV Wealth Management first reported a position in SL Green Realty in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's SL Green Realty position peaked at $1K in Q2 2022.
281 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2023.

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