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Cyndeo Wealth Partners’s SL Green Realty SLG Stock Holding History

Cyndeo Wealth Partners’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-102,317
Closed -$6.95M – 474
2024
Q4 		$6.95M Buy
102,317
+1,764
+2% +$130K 0.47% 66
2024
Q3 		$7M Sell
100,553
-16,464
-14% -$1.06M 0.49% 62
2024
Q2 		$6.63M Buy
117,017
+4,293
+4% +$226K 0.52% 54
2024
Q1 		$6.21M Buy
112,724
+11,046
+11% +$523K 0.52% 56
2023
Q4 		$4.59M Buy
+101,678
New +$3.75M 0.43% 80

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Cyndeo Wealth Partners's SLG Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of SL Green Realty (SLG) in Q1 2025, closing a stake of 102,317 shares — an estimated $6.95M sold.

Cyndeo Wealth Partners first reported a position in SLG in Q4 2023 and held it in 5 quarters. The position peaked at $7M in Q3 2024. 333 funds tracked by Wall St. Rank hold SLG as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining SL Green Realty position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 102,317 SL Green Realty shares in Q1 2025, an estimated $6.95M.
  • Cyndeo Wealth Partners first reported a position in SL Green Realty in Q4 2023 and held it in 5 quarters.
  • Cyndeo Wealth Partners's SL Green Realty position peaked at $7M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.