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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Group Wealth Management's SITE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SITE in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 286 funds tracked by Wall St. Rank hold SITE as of Q1 2021.

Harvest Group Wealth Management reported no remaining SiteOne Landscape Supply position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 7 SiteOne Landscape Supply shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in SiteOne Landscape Supply in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's SiteOne Landscape Supply position peaked at $8K in Q2 2019.
286 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.