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Lantz Financial’s SL Green Realty SLG Stock Holding History

Lantz Financial’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-35,726
Closed -$1.2M – 199
2022
Q4 		$1.2M Buy
35,726
+11,136
+45% +$423K 0.55% 56
2022
Q3 		$988K Sell
24,590
-6,479
-21% -$301K 0.51% 56
2022
Q2 		$1.43M Buy
31,069
+9,977
+47% +$634K 0.65% 48
2022
Q1 		$1.71M Buy
+21,092
New +$1.66M 0.7% 38
2021
Q1 		– Sell
-18,907
Closed -$1.16M – 136
2020
Q4 		$1.16M Sell
18,907
-1,957
-9% -$104K 0.72% 40
2020
Q3 		$937K Buy
20,864
+660
+3% +$30.6K 0.63% 48
2020
Q2 		$964K Buy
20,204
+3,053
+18% +$140K 0.69% 49
2020
Q1 		$716K Sell
17,151
-924
-5% -$72K 0.56% 56
2019
Q4 		$1.61M Buy
18,075
+10,033
+125% +$825K 0.95% 30
2019
Q3 		$614K Buy
+8,042
New +$626K 0.41% 72

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lantz Financial's SLG Position: Q1 2023 in Review

Lantz Financial sold out of SL Green Realty (SLG) in Q1 2023, closing a stake of 35,726 shares — an estimated $1.2M sold.

Lantz Financial first reported a position in SLG in Q3 2019 and held it in 10 quarters. The position peaked at $1.71M in Q1 2022. 266 funds tracked by Wall St. Rank hold SLG as of Q1 2023.

  • Lantz Financial reported no remaining SL Green Realty position as of Q1 2023 after selling out during the quarter.
  • Lantz Financial sold 35,726 SL Green Realty shares in Q1 2023, an estimated $1.2M.
  • Lantz Financial first reported a position in SL Green Realty in Q3 2019 and held it in 10 quarters.
  • Lantz Financial's SL Green Realty position peaked at $1.71M in Q1 2022.
  • 266 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2023.

Based on Lantz Financial's 13F filing for Q1 2023, filed 10 Apr 2023.