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JP Morgan Private Wealth Advisors’s SITE Centers SITC Stock Holding History

JP Morgan Private 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
Q1 		– Sell
-23,130
Closed -$247K – 1997
2022
Q4 		$247K Sell
23,130
-4
-0% -$39 ﹤0.01% 1733
2022
Q3 		$193K Buy
23,134
+696
+3% +$7.28K ﹤0.01% 1823
2022
Q2 		$236K Sell
22,438
-6,480
-22% -$76.5K ﹤0.01% 1765
2022
Q1 		$377K Buy
28,918
+32
+0.1% +$390 ﹤0.01% 1655
2021
Q4 		$357K Buy
28,886
+518
+2% +$6.5K ﹤0.01% 1678
2021
Q3 		$342K Buy
28,368
+6,346
+29% +$76.9K ﹤0.01% 1652
2021
Q2 		$259K Sell
22,022
-4,126
-16% -$47.3K ﹤0.01% 1723
2021
Q1 		$277K Buy
26,148
+6,264
+32% +$60.1K ﹤0.01% 1560
2020
Q4 		$157K Sell
19,884
-792
-4% -$5.53K ﹤0.01% 1662
2020
Q3 		$116K Sell
20,676
-2,035
-9% -$12K ﹤0.01% 1558
2020
Q2 		$144K Buy
+22,711
New +$111K ﹤0.01% 1495

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SITC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of SITE Centers (SITC) in Q1 2023, closing a stake of 23,130 shares — an estimated $247K sold.

JP Morgan Private Wealth Advisors first reported a position in SITC in Q2 2020 and held it in 11 quarters. The position peaked at $377K in Q1 2022. 235 funds tracked by Wall St. Rank hold SITC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining SITE Centers position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 23,130 SITE Centers shares in Q1 2023, an estimated $247K.
  • JP Morgan Private Wealth Advisors first reported a position in SITE Centers in Q2 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's SITE Centers position peaked at $377K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held SITE Centers as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.