AR
SPTN

Advisory Research’s SpartanNash SPTN Stock Holding History

Advisory Research’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,650
Closed -$215K – 485
2023
Q1 		$215K Sell
8,650
-9,044
-51% -$260K 0.04% 321
2022
Q4 		$535K Sell
17,694
-4,502
-20% -$147K 0.05% 240
2022
Q3 		$645K Buy
+22,196
New +$689K 0.06% 206

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Advisory Research's SPTN Position: Q2 2023 in Review

Advisory Research sold out of SpartanNash (SPTN) in Q2 2023, closing a stake of 8,650 shares — an estimated $215K sold.

Advisory Research first reported a position in SPTN in Q3 2022 and held it in 3 quarters. The position peaked at $645K in Q3 2022. 195 funds tracked by Wall St. Rank hold SPTN as of Q2 2023.

  • Advisory Research reported no remaining SpartanNash position as of Q2 2023 after selling out during the quarter.
  • Advisory Research sold 8,650 SpartanNash shares in Q2 2023, an estimated $215K.
  • Advisory Research first reported a position in SpartanNash in Q3 2022 and held it in 3 quarters.
  • Advisory Research's SpartanNash position peaked at $645K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held SpartanNash as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.