Custom Index Systems’s SITE Centers SITC Stock Holding History

Custom Index Systems’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
2024 Q3	–	Sell	-21,407	Closed	-$242K	–	287
2024 Q2	$242K	Buy	+21,407	New	+$235K	0.14%	208

Other funds holding SITC

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Custom Index Systems's SITC Position: Q3 2024 in Review

Custom Index Systems sold out of SITE Centers (SITC) in Q3 2024, closing a stake of 21,407 shares — an estimated $242K sold.

Custom Index Systems first reported a position in SITC in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 236 funds tracked by Wall St. Rank hold SITC as of Q3 2024.

Custom Index Systems reported no remaining SITE Centers position as of Q3 2024 after selling out during the quarter.
Custom Index Systems sold 21,407 SITE Centers shares in Q3 2024, an estimated $242K.
Custom Index Systems first reported a position in SITE Centers in Q2 2024 and held it in 1 quarter.
Custom Index Systems's SITE Centers position peaked at $242K in Q2 2024.
236 funds tracked by Wall St. Rank held SITE Centers as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.