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Moran Wealth Management’s SITE Centers SITC Stock Holding History

Moran 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
2023
Q3 		– Sell
-141,564
Closed -$1.46M – 420
2023
Q2 		$1.46M Sell
141,564
-37,543
-21% -$359K 0.05% 239
2023
Q1 		$1.72M Buy
179,107
+20,979
+13% +$213K 0.06% 230
2022
Q4 		$1.69M Buy
+158,128
New +$1.55M 0.06% 222

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Moran Wealth Management's SITC Position: Q3 2023 in Review

Moran Wealth Management sold out of SITE Centers (SITC) in Q3 2023, closing a stake of 141,564 shares — an estimated $1.46M sold.

Moran Wealth Management first reported a position in SITC in Q4 2022 and held it in 3 quarters. The position peaked at $1.72M in Q1 2023. 228 funds tracked by Wall St. Rank hold SITC as of Q3 2023.

  • Moran Wealth Management reported no remaining SITE Centers position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 141,564 SITE Centers shares in Q3 2023, an estimated $1.46M.
  • Moran Wealth Management first reported a position in SITE Centers in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's SITE Centers position peaked at $1.72M in Q1 2023.
  • 228 funds tracked by Wall St. Rank held SITE Centers as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.