MGIA
SITE icon

Moneta Group Investment Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-1,511
Closed -$366K – 488
2021
Q4 		$366K Buy
1,511
+147
+11% +$34K 0.01% 347
2021
Q3 		$272K Sell
1,364
-13
-0.9% -$2.46K 0.01% 378
2021
Q2 		$233K Buy
1,377
+1
+0.1% +$175 0.01% 410
2021
Q1 		$235K Buy
+1,376
New +$228K 0.01% 378

Other funds holding SITE

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Moneta Group Investment Advisors's SITE Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of SiteOne Landscape Supply (SITE) in Q1 2022, closing a stake of 1,511 shares — an estimated $366K sold.

Moneta Group Investment Advisors first reported a position in SITE in Q1 2021 and held it in 4 quarters. The position peaked at $366K in Q4 2021. 341 funds tracked by Wall St. Rank hold SITE as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining SiteOne Landscape Supply position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,511 SiteOne Landscape Supply shares in Q1 2022, an estimated $366K.
  • Moneta Group Investment Advisors first reported a position in SiteOne Landscape Supply in Q1 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's SiteOne Landscape Supply position peaked at $366K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.