Crewe Advisors’s SITE Centers SITC Stock Holding History

Crewe Advisors’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	-9	Closed	-$87	–	654
2023 Q3	$87	Sell	9 -10	-53%	-$105	﹤0.01%	573
2023 Q2	$199	Buy	+19	New	+$182	﹤0.01%	716
2022 Q4	–	Sell	-237	Closed	-$2K	–	1237
2022 Q3	$2K	Buy	+237	New	+$2.48K	﹤0.01%	1076

Other funds holding SITC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crewe Advisors's SITC Position: Q4 2023 in Review

Crewe Advisors sold out of SITE Centers (SITC) in Q4 2023, closing a stake of 9 shares — an estimated $87 sold.

Crewe Advisors first reported a position in SITC in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 232 funds tracked by Wall St. Rank hold SITC as of Q4 2023.

Crewe Advisors reported no remaining SITE Centers position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 9 SITE Centers shares in Q4 2023, an estimated $87.
Crewe Advisors first reported a position in SITE Centers in Q3 2022 and held it in 3 quarters.
Crewe Advisors's SITE Centers position peaked at $2K in Q3 2022.
232 funds tracked by Wall St. Rank held SITE Centers as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.