IHT Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

IHT 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
2022 Q4	–	Sell	-5,499	Closed	-$573K	–	934
2022 Q3	$573K	Buy	5,499 +632	+13%	+$79.1K	0.04%	417
2022 Q2	$579K	Buy	4,867 +29	+0.6%	+$3.89K	0.05%	352
2022 Q1	$782K	Buy	+4,838	New	+$879K	0.06%	307
2021 Q1	–	Sell	-4,418	Closed	-$701K	–	869
2020 Q4	$701K	Hold	4,418	–	–	0.06%	315
2020 Q3	$539K	Sell	4,418 -1	-0%	-$120	0.05%	334
2020 Q2	$504K	Buy	+4,419	New	+$411K	0.07%	286

Other funds holding SITE

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

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

IHT Wealth Management's SITE Position: Q4 2022 in Review

IHT Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q4 2022, closing a stake of 5,499 shares — an estimated $573K sold.

IHT Wealth Management first reported a position in SITE in Q2 2020 and held it in 6 quarters. The position peaked at $782K in Q1 2022. 332 funds tracked by Wall St. Rank hold SITE as of Q4 2022.

IHT Wealth Management reported no remaining SiteOne Landscape Supply position as of Q4 2022 after selling out during the quarter.
IHT Wealth Management sold 5,499 SiteOne Landscape Supply shares in Q4 2022, an estimated $573K.
IHT Wealth Management first reported a position in SiteOne Landscape Supply in Q2 2020 and held it in 6 quarters.
IHT Wealth Management's SiteOne Landscape Supply position peaked at $782K in Q1 2022.
332 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.