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Principle Wealth Partners’s SL Green Realty SLG Stock Holding History

Principle Wealth Partners’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
2024
Q3 		– Sell
-5,764
Closed -$326K – 347
2024
Q2 		$326K Hold
5,764
– – 0.02% 268
2024
Q1 		$318K Hold
5,764
– – 0.02% 271
2023
Q4 		$260K Hold
5,764
– – 0.02% 291
2023
Q3 		$215K Buy
+5,764
New +$207K 0.02% 303
2023
Q1 		– Sell
-6,434
Closed -$217K – 323
2022
Q4 		$217K Buy
+6,434
New +$245K 0.02% 294
2022
Q2 		– Sell
-3,275
Closed -$266K – 324
2022
Q1 		$266K Buy
3,275
+84
+3% +$6.61K 0.03% 278
2021
Q4 		$236K Buy
3,191
+22
+0.7% +$1.62K 0.02% 292
2021
Q3 		$224K Hold
3,169
– – 0.03% 296
2021
Q2 		$254K Buy
+3,169
New +$241K 0.03% 280

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Principle Wealth Partners's SLG Position: Q3 2024 in Review

Principle Wealth Partners sold out of SL Green Realty (SLG) in Q3 2024, closing a stake of 5,764 shares — an estimated $326K sold.

Principle Wealth Partners first reported a position in SLG in Q2 2021 and held it in 9 quarters. The position peaked at $326K in Q2 2024. 328 funds tracked by Wall St. Rank hold SLG as of Q3 2024.

  • Principle Wealth Partners reported no remaining SL Green Realty position as of Q3 2024 after selling out during the quarter.
  • Principle Wealth Partners sold 5,764 SL Green Realty shares in Q3 2024, an estimated $326K.
  • Principle Wealth Partners first reported a position in SL Green Realty in Q2 2021 and held it in 9 quarters.
  • Principle Wealth Partners's SL Green Realty position peaked at $326K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held SL Green Realty as of Q3 2024.

Based on Principle Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.