BBPWM
SITE icon

Blue Bell Private Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Blue Bell Private 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
Q4 		– Sell
-55
Closed -$8.99K – 733
2023
Q3 		$8.99K Hold
55
– – ﹤0.01% 439
2023
Q2 		$9.21K Hold
55
– – ﹤0.01% 424
2023
Q1 		$7.53K Sell
55
-43
-44% -$6.06K ﹤0.01% 415
2022
Q4 		$11.5K Sell
98
-25
-20% -$2.91K ﹤0.01% 360
2022
Q3 		$13K Hold
123
– – ﹤0.01% 349
2022
Q2 		$15K Buy
123
+20
+19% +$2.68K 0.01% 345
2022
Q1 		$17K Buy
103
+93
+930% +$16.9K ﹤0.01% 344
2021
Q4 		$2K Buy
+10
New +$2.31K ﹤0.01% 706

Other funds holding SITE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return