LI
SITE icon

LRI Investments’s SiteOne Landscape Supply SITE Stock Holding History

LRI Investments’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
2026
Q2 		$229 Buy
+2
New +$242 ﹤0.01% 1714
2026
Q1 		– Sell
-458
Closed -$57K – 1494
2025
Q4 		$57K Hold
458
– – ﹤0.01% 523
2025
Q3 		$59K Sell
458
-132
-22% -$17.9K ﹤0.01% 522
2025
Q2 		$71.4K Hold
590
– – 0.01% 491
2025
Q1 		$71.7K Sell
590
-361
-38% -$47.9K 0.01% 477
2024
Q4 		$125K Hold
951
– – 0.01% 375
2024
Q3 		$136K Sell
951
-36
-4% -$4.94K 0.01% 353
2024
Q2 		$120K Buy
+987
New +$149K 0.01% 350

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return