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MPS Loria Financial Planners’s SL Green Realty SLG Stock Holding History

MPS Loria Financial Planners’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7
Closed – – 488
2021
Q1 		$0 Sell
7
-6
-46% -$405 ﹤0.01% 633
2020
Q4 		$1K Buy
+13
New +$688 ﹤0.01% 578

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

MPS Loria Financial Planners's SLG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of SL Green Realty (SLG) in Q2 2021, closing a stake of 7 shares.

MPS Loria Financial Planners first reported a position in SLG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 335 funds tracked by Wall St. Rank hold SLG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining SL Green Realty position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 7 SL Green Realty shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in SL Green Realty in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's SL Green Realty position peaked at $1K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.