6 Meridian’s Spire SR Stock Holding History

6 Meridian’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,374	Closed	-$549K	–	449
2020 Q1	$549K	Buy	7,374 +419	+6%	+$33.6K	0.06%	210
2019 Q4	$579K	Buy	6,955 +289	+4%	+$23.7K	0.05%	285
2019 Q3	$582K	Sell	6,666 -2,424	-27%	-$204K	0.06%	229
2019 Q2	$763K	Buy	9,090 +167	+2%	+$14K	0.08%	143
2019 Q1	$734K	Sell	8,923 -493	-5%	-$38.4K	0.07%	138
2018 Q4	$698K	Sell	9,416 -98	-1%	-$7.41K	0.08%	134
2018 Q3	$700K	Sell	9,514 -3,473	-27%	-$257K	0.07%	158
2018 Q2	$918K	Sell	12,987 -97	-0.7%	-$6.84K	0.1%	120
2018 Q1	$946K	Buy	13,084 +5,060	+63%	+$345K	0.11%	112
2017 Q4	$603K	Buy	+8,024	New	+$622K	0.07%	164

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

6 Meridian's SR Position: Q2 2020 in Review

6 Meridian sold out of Spire (SR) in Q2 2020, closing a stake of 7,374 shares — an estimated $549K sold.

6 Meridian first reported a position in SR in Q4 2017 and held it in 10 quarters. The position peaked at $946K in Q1 2018. 273 funds tracked by Wall St. Rank hold SR as of Q2 2020.

6 Meridian reported no remaining Spire position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 7,374 Spire shares in Q2 2020, an estimated $549K.
6 Meridian first reported a position in Spire in Q4 2017 and held it in 10 quarters.
6 Meridian's Spire position peaked at $946K in Q1 2018.
273 funds tracked by Wall St. Rank held Spire as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.