GA
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GoalVest Advisory’s SL Green Realty SLG Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-2
Closed – – 507
2022
Q1 		$0 Buy
+2
New +$157 ﹤0.01% 488

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's SLG Position: Q2 2022 in Review

GoalVest Advisory sold out of SL Green Realty (SLG) in Q2 2022, closing a stake of 2 shares.

GoalVest Advisory first reported a position in SLG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 320 funds tracked by Wall St. Rank hold SLG as of Q2 2022.

  • GoalVest Advisory reported no remaining SL Green Realty position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 2 SL Green Realty shares in Q2 2022.
  • GoalVest Advisory first reported a position in SL Green Realty in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's SL Green Realty position peaked at $0 in Q1 2022.
  • 320 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.