Anchor Investment Management’s Spire SR Stock Holding History

Anchor Investment Management’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
2024 Q3	–	Sell	-200	Closed	-$12.1K	–	1079
2024 Q2	$12.1K	Hold	200	–	–	﹤0.01%	715
2024 Q1	$12.3K	Hold	200	–	–	﹤0.01%	745
2023 Q4	$12.5K	Hold	200	–	–	﹤0.01%	715
2023 Q3	$11.3K	Hold	200	–	–	﹤0.01%	728
2023 Q2	$12.7K	Hold	200	–	–	﹤0.01%	699
2023 Q1	$14K	Hold	200	–	–	﹤0.01%	698
2022 Q4	$13.8K	Hold	200	–	–	﹤0.01%	678
2022 Q3	$12.5K	Hold	200	–	–	﹤0.01%	690
2022 Q2	$14.9K	Hold	200	–	–	﹤0.01%	687
2022 Q1	$14.4K	Hold	200	–	–	﹤0.01%	704
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	749
2021 Q3	$12.2K	Hold	200	–	–	﹤0.01%	690
2021 Q2	$14.5K	Hold	200	–	–	﹤0.01%	689
2021 Q1	$14.8K	Hold	200	–	–	﹤0.01%	660
2020 Q4	$12.8K	Hold	200	–	–	﹤0.01%	648
2020 Q3	$10.6K	Hold	200	–	–	﹤0.01%	643
2020 Q2	$13.1K	Hold	200	–	–	﹤0.01%	600
2020 Q1	$14.9K	Hold	200	–	–	﹤0.01%	574
2019 Q4	$16.7K	Hold	200	–	–	﹤0.01%	590
2019 Q3	$17.4K	Hold	200	–	–	﹤0.01%	576
2019 Q2	$16.8K	Hold	200	–	–	﹤0.01%	574
2019 Q1	$16.5K	Hold	200	–	–	﹤0.01%	579
2018 Q4	$14.8K	Hold	200	–	–	﹤0.01%	576
2018 Q3	$14.7K	Hold	200	–	–	﹤0.01%	607
2018 Q2	$14.1K	Hold	200	–	–	﹤0.01%	616
2018 Q1	$14.5K	Buy	200 +35	+21%	+$2.38K	﹤0.01%	598
2017 Q4	$12.4K	Hold	165	–	–	﹤0.01%	610
2017 Q3	$12.3K	Buy	165 +75	+83%	+$5.56K	﹤0.01%	595
2017 Q2	$6.28K	Hold	90	–	–	﹤0.01%	611
2017 Q1	$6.08K	Buy	+90	New	+$5.86K	﹤0.01%	609

Other funds holding SR

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Anchor Investment Management's SR Position: Q3 2024 in Review

Anchor Investment Management sold out of Spire (SR) in Q3 2024, closing a stake of 200 shares — an estimated $12.1K sold.

Anchor Investment Management first reported a position in SR in Q1 2017 and held it in 30 quarters. The position peaked at $17.4K in Q3 2019. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

Anchor Investment Management reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
Anchor Investment Management sold 200 Spire shares in Q3 2024, an estimated $12.1K.
Anchor Investment Management first reported a position in Spire in Q1 2017 and held it in 30 quarters.
Anchor Investment Management's Spire position peaked at $17.4K in Q3 2019.
310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.