BWM
SPH icon

Baystate Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Baystate Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.81K Buy
+101
New +$1.72K ﹤0.01% 1083
2013
Q3 		– Sell
-500
Closed -$23K – 201
2013
Q2 		$23K Buy
+500
New +$23.6K 0.01% 149

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Baystate Wealth Management's SPH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Suburban Propane Partners (SPH) in Q4 2023: 101 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in SPH as recently as Q2 2013.

Baystate Wealth Management first reported a position in SPH in Q2 2013 and has held it in 2 quarters since. The position peaked at $23K in Q2 2013. 131 funds tracked by Wall St. Rank hold SPH as of Q4 2023.

  • Baystate Wealth Management held 101 shares of Suburban Propane Partners worth $1.81K as of Q4 2023.
  • Suburban Propane Partners was a new Baystate Wealth Management position in Q4 2023.
  • Suburban Propane Partners made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1083 holding.
  • Baystate Wealth Management first reported a position in Suburban Propane Partners in Q2 2013 and has held it in 2 quarters since.
  • Baystate Wealth Management's Suburban Propane Partners position peaked at $23K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.