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Lee Financial’s SiteOne Landscape Supply SITE Stock Holding History

Lee Financial’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
Q3 		– Sell
-1
Closed – – 995
2022
Q2 		$0 Buy
+1
New +$134 ﹤0.01% 984
2022
Q1 		– Sell
-9
Closed -$2K – 941
2021
Q4 		$2K Buy
+9
New +$2.08K ﹤0.01% 782

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
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

Lee Financial's SITE Position: Q3 2022 in Review

Lee Financial sold out of SiteOne Landscape Supply (SITE) in Q3 2022, closing a stake of 1 share.

Lee Financial first reported a position in SITE in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 329 funds tracked by Wall St. Rank hold SITE as of Q3 2022.

  • Lee Financial reported no remaining SiteOne Landscape Supply position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 1 SiteOne Landscape Supply share in Q3 2022.
  • Lee Financial first reported a position in SiteOne Landscape Supply in Q4 2021 and held it in 2 quarters.
  • Lee Financial's SiteOne Landscape Supply position peaked at $2K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.