LWM
SITC icon

Liberty Wealth Management’s SITE Centers SITC Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-313
Closed -$1K – 971
2020
Q1 		$1K Buy
313
+5
+2% +$43 ﹤0.01% 835
2019
Q4 		$3K Buy
308
+4
+1% +$46 ﹤0.01% 739
2019
Q3 		$4K Buy
+304
New +$3.31K ﹤0.01% 680

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's SITC Position: Q2 2020 in Review

Liberty Wealth Management sold out of SITE Centers (SITC) in Q2 2020, closing a stake of 313 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SITC in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 207 funds tracked by Wall St. Rank hold SITC as of Q2 2020.

  • Liberty Wealth Management reported no remaining SITE Centers position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 313 SITE Centers shares in Q2 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in SITE Centers in Q3 2019 and held it in 3 quarters.
  • Liberty Wealth Management's SITE Centers position peaked at $4K in Q3 2019.
  • 207 funds tracked by Wall St. Rank held SITE Centers as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.