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CSat Investment Advisory’s SiteOne Landscape Supply SITE Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-121
Closed -$15K – 889
2020
Q3 		$15K Buy
121
+15
+14% +$1.8K ﹤0.01% 950
2020
Q2 		$12K Buy
+106
New +$9.85K ﹤0.01% 995

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $4.6B AUM 16.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CSat Investment Advisory's SITE Position: Q4 2020 in Review

CSat Investment Advisory sold out of SiteOne Landscape Supply (SITE) in Q4 2020, closing a stake of 121 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in SITE in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 286 funds tracked by Wall St. Rank hold SITE as of Q4 2020.

  • CSat Investment Advisory reported no remaining SiteOne Landscape Supply position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 121 SiteOne Landscape Supply shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in SiteOne Landscape Supply in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's SiteOne Landscape Supply position peaked at $15K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.