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Tortoise Investment Management’s SITE Centers SITC Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-359
Closed -$3.45K – 815
2023
Q3 		$3.45K Buy
359
+4
+1% +$42 ﹤0.01% 648
2023
Q2 		$3.66K Buy
+355
New +$3.39K ﹤0.01% 637

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Tortoise Investment Management's SITC Position: Q4 2023 in Review

Tortoise Investment Management sold out of SITE Centers (SITC) in Q4 2023, closing a stake of 359 shares — an estimated $3.45K sold.

Tortoise Investment Management first reported a position in SITC in Q2 2023 and held it in 2 quarters. The position peaked at $3.66K in Q2 2023. 232 funds tracked by Wall St. Rank hold SITC as of Q4 2023.

  • Tortoise Investment Management reported no remaining SITE Centers position as of Q4 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 359 SITE Centers shares in Q4 2023, an estimated $3.45K.
  • Tortoise Investment Management first reported a position in SITE Centers in Q2 2023 and held it in 2 quarters.
  • Tortoise Investment Management's SITE Centers position peaked at $3.66K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held SITE Centers as of Q4 2023.

Based on Tortoise Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.