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Berman Capital Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$41K Buy
210
+69
+49% +$13K 0.01% 758
2021
Q2 		$23K Buy
141
+68
+93% +$11.9K ﹤0.01% 858
2021
Q1 		$12K Buy
73
+1
+1% +$166 ﹤0.01% 970
2020
Q4 		$11K Buy
+72
New +$9.87K ﹤0.01% 900

Other funds holding SITE

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Berman Capital Advisors's SITE Position: Q3 2021 in Review

Berman Capital Advisors increased its SiteOne Landscape Supply (SITE) stake by 49% in Q3 2021, buying an estimated $13K and bringing the position to 210 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #758.

Berman Capital Advisors first reported a position in SITE in Q4 2020 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold SITE as of Q3 2021.

  • Berman Capital Advisors held 210 shares of SiteOne Landscape Supply worth $41K as of Q3 2021.
  • Berman Capital Advisors bought 69 SiteOne Landscape Supply shares in Q3 2021, an estimated $13K.
  • SiteOne Landscape Supply made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #758 holding.
  • Berman Capital Advisors first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.