Harvest Group Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Harvest Group Wealth Management’s Portfolio SITE Stock Details SITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7	Closed	-$1K	–	601
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	546
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	510
2020 Q2	$0	Sell	7 -2	-22%	-$186	﹤0.01%	806
2020 Q1	$0	Sell	9 -53	-85%	-$4.85K	﹤0.01%	941
2019 Q4	$5K	Sell	62 -18	-23%	-$1.53K	﹤0.01%	386
2019 Q3	$6K	Sell	80 -43	-35%	-$3.16K	0.01%	376
2019 Q2	$8K	Sell	123 -16	-12%	-$1.04K	0.01%	258
2019 Q1	$8K	Buy	+139	New	+$7.59K	0.01%	296

Other funds holding SITE

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return