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Sequoia Financial Advisors’s SITE Centers SITC Stock Holding History

Sequoia Financial Advisors’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
-13,679
Closed -$141K – 1004
2023
Q2 		$141K Buy
+13,679
New +$131K ﹤0.01% 892
2018
Q2 		– Sell
-8,494
Closed -$80K – 322
2018
Q1 		$80K Buy
+8,494
New +$85.4K 0.01% 300

Other funds holding SITC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sequoia Financial Advisors's SITC Position: Q3 2023 in Review

Sequoia Financial Advisors sold out of SITE Centers (SITC) in Q3 2023, closing a stake of 13,679 shares — an estimated $141K sold.

Sequoia Financial Advisors first reported a position in SITC in Q1 2018 and held it in 2 quarters. The position peaked at $141K in Q2 2023. 228 funds tracked by Wall St. Rank hold SITC as of Q3 2023.

  • Sequoia Financial Advisors reported no remaining SITE Centers position as of Q3 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,679 SITE Centers shares in Q3 2023, an estimated $141K.
  • Sequoia Financial Advisors first reported a position in SITE Centers in Q1 2018 and held it in 2 quarters.
  • Sequoia Financial Advisors's SITE Centers position peaked at $141K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held SITE Centers as of Q3 2023.

Based on Sequoia Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.