Castleview Partners’s SITE Centers SITC Stock Holding History

Castleview Partners’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
2023 Q4	–	Sell	-133	Closed	-$1.28K	–	888
2023 Q3	$1.28K	Hold	133	–	–	﹤0.01%	596
2023 Q2	$1.38K	Buy	+133	New	+$1.27K	﹤0.01%	612

Other funds holding SITC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Castleview Partners's SITC Position: Q4 2023 in Review

Castleview Partners sold out of SITE Centers (SITC) in Q4 2023, closing a stake of 133 shares — an estimated $1.28K sold.

Castleview Partners first reported a position in SITC in Q2 2023 and held it in 2 quarters. The position peaked at $1.38K in Q2 2023. 232 funds tracked by Wall St. Rank hold SITC as of Q4 2023.

Castleview Partners reported no remaining SITE Centers position as of Q4 2023 after selling out during the quarter.
Castleview Partners sold 133 SITE Centers shares in Q4 2023, an estimated $1.28K.
Castleview Partners first reported a position in SITE Centers in Q2 2023 and held it in 2 quarters.
Castleview Partners's SITE Centers position peaked at $1.38K in Q2 2023.
232 funds tracked by Wall St. Rank held SITE Centers as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.