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Valeo Financial Advisors’s SL Green Realty SLG Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-389
Closed -$26.2K – 2166
2020
Q4 		$24K Buy
+389
New +$20.6K ﹤0.01% 986
2020
Q3 		– Sell
-66
Closed -$3K – 2071
2020
Q2 		$3K Buy
+66
New +$3.03K ﹤0.01% 1691

Other funds holding SLG

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

Valeo Financial Advisors's SLG Position: Q1 2021 in Review

Valeo Financial Advisors sold out of SL Green Realty (SLG) in Q1 2021, closing a stake of 389 shares — an estimated $26.2K sold.

Valeo Financial Advisors first reported a position in SLG in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 344 funds tracked by Wall St. Rank hold SLG as of Q1 2021.

  • Valeo Financial Advisors reported no remaining SL Green Realty position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 389 SL Green Realty shares in Q1 2021, an estimated $26.2K.
  • Valeo Financial Advisors first reported a position in SL Green Realty in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's SL Green Realty position peaked at $24K in Q4 2020.
  • 344 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.