EWM
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Edge Wealth Management’s SL Green Realty SLG Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-483
Closed -$36K – 393
2021
Q4 		$36K Buy
483
+57
+13% +$4.2K 0.01% 199
2021
Q3 		$30K Buy
426
+25
+6% +$1.83K 0.01% 221
2021
Q2 		$33K Hold
401
– – 0.01% 225
2021
Q1 		$28K Buy
401
+9
+2% +$607 0.01% 235
2020
Q4 		$24K Sell
392
-24
-6% -$1.27K 0.01% 229
2020
Q3 		$19K Hold
416
– – ﹤0.01% 268
2020
Q2 		$20K Buy
416
+240
+136% +$11K ﹤0.01% 368
2020
Q1 		$7K Buy
+176
New +$13.7K ﹤0.01% 436
2017
Q2 		– Sell
-1,033
Closed -$25K – 564
2017
Q1 		$25K Hold
1,033
– – 0.01% 274
2016
Q4 		$25K Buy
+1,033
New +$105K 0.01% 247

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's SLG Position: Q1 2022 in Review

Edge Wealth Management sold out of SL Green Realty (SLG) in Q1 2022, closing a stake of 483 shares — an estimated $36K sold.

Edge Wealth Management first reported a position in SLG in Q4 2016 and held it in 10 quarters. The position peaked at $36K in Q4 2021. 321 funds tracked by Wall St. Rank hold SLG as of Q1 2022.

  • Edge Wealth Management reported no remaining SL Green Realty position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 483 SL Green Realty shares in Q1 2022, an estimated $36K.
  • Edge Wealth Management first reported a position in SL Green Realty in Q4 2016 and held it in 10 quarters.
  • Edge Wealth Management's SL Green Realty position peaked at $36K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.