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Rise Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Rise 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
2023
Q3 		– Sell
-59
Closed -$9.87K – 691
2023
Q2 		$9.87K Hold
59
– – 0.01% 341
2023
Q1 		$8.07K Hold
59
– – 0.01% 395
2022
Q4 		$6.92K Hold
59
– – 0.01% 404
2022
Q3 		$6K Hold
59
– – 0.01% 421
2022
Q2 		$7K Buy
+59
New +$7.92K 0.01% 403

Other funds holding SITE

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Rise Advisors's SITE Position: Q3 2023 in Review

Rise Advisors sold out of SiteOne Landscape Supply (SITE) in Q3 2023, closing a stake of 59 shares — an estimated $9.87K sold.

Rise Advisors first reported a position in SITE in Q2 2022 and held it in 5 quarters. The position peaked at $9.87K in Q2 2023. 367 funds tracked by Wall St. Rank hold SITE as of Q3 2023.

  • Rise Advisors reported no remaining SiteOne Landscape Supply position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 59 SiteOne Landscape Supply shares in Q3 2023, an estimated $9.87K.
  • Rise Advisors first reported a position in SiteOne Landscape Supply in Q2 2022 and held it in 5 quarters.
  • Rise Advisors's SiteOne Landscape Supply position peaked at $9.87K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.