EW
SRG

Evoke Wealth’s Seritage Growth Properties SRG Stock Holding History

Evoke Wealth’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-210
Closed -$1.91K – 1180
2020
Q1 		$1.91K Buy
+210
New +$6.55K ﹤0.01% 808
2019
Q4 		– Sell
-42
Closed -$1.78K – 1445
2019
Q3 		$1.78K Buy
+42
New +$1.73K ﹤0.01% 1226

Other funds holding SRG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's SRG Position: Q2 2020 in Review

Evoke Wealth sold out of Seritage Growth Properties (SRG) in Q2 2020, closing a stake of 210 shares — an estimated $1.91K sold.

Evoke Wealth first reported a position in SRG in Q3 2019 and held it in 2 quarters. The position peaked at $1.91K in Q1 2020. 116 funds tracked by Wall St. Rank hold SRG as of Q2 2020.

  • Evoke Wealth reported no remaining Seritage Growth Properties position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 210 Seritage Growth Properties shares in Q2 2020, an estimated $1.91K.
  • Evoke Wealth first reported a position in Seritage Growth Properties in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Seritage Growth Properties position peaked at $1.91K in Q1 2020.
  • 116 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.