HWA
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HHM Wealth Advisors’s SITE Centers SITC Stock Holding History

HHM Wealth Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-59
Closed -$565 – 848
2023
Q1 		$565 Hold
59
– – ﹤0.01% 789
2022
Q4 		$628 Buy
+59
New +$579 ﹤0.01% 660
2022
Q1 		– Sell
-76
Closed -$1K – 745
2021
Q4 		$1K Hold
76
– – ﹤0.01% 658
2021
Q3 		$1K Hold
76
– – ﹤0.01% 616
2021
Q2 		$1K Hold
76
– – ﹤0.01% 602
2021
Q1 		$1K Hold
76
– – ﹤0.01% 570
2020
Q4 		$1K Hold
76
– – ﹤0.01% 517
2020
Q3 		$0 Hold
76
– – ﹤0.01% 537
2020
Q2 		$0 Hold
76
– – ﹤0.01% 526
2020
Q1 		$0 Buy
+76
New +$658 ﹤0.01% 470

Other funds holding SITC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return