Boston Partners

Boston Partners’s Spire SR Stock Holding History

Boston Partners’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
2026 Q1	$4.07M	Sell	44,968 -3,296	-7%	-$289K	﹤0.01%	509
2025 Q4	$3.99M	Sell	48,264 -9,603	-17%	-$819K	﹤0.01%	496
2025 Q3	$4.72M	Sell	57,867 -3,249	-5%	-$247K	﹤0.01%	467
2025 Q2	$4.46M	Buy	61,116 +35,782	+141%	+$2.68M	0.01%	453
2025 Q1	$1.98M	Sell	25,334 -6,179	-20%	-$452K	﹤0.01%	495
2024 Q4	$2.14M	Sell	31,513 -5,466	-15%	-$366K	﹤0.01%	490
2024 Q3	$2.49M	Sell	36,979 -1,922	-5%	-$125K	﹤0.01%	492
2024 Q2	$2.36M	Buy	38,901 +380	+1%	+$23K	﹤0.01%	486
2024 Q1	$2.36M	Buy	38,521 +21,948	+132%	+$1.31M	﹤0.01%	486
2023 Q4	$1.03M	Buy	16,573 +5,270	+47%	+$314K	﹤0.01%	550
2023 Q3	$640K	Buy	11,303 +1,538	+16%	+$93.3K	﹤0.01%	607
2023 Q2	$619K	Buy	9,765 +18	+0.2%	+$1.21K	﹤0.01%	594
2023 Q1	$684K	Sell	9,747 -52	-0.5%	-$3.69K	﹤0.01%	565
2022 Q4	$675K	Buy	9,799 +2,019	+26%	+$137K	﹤0.01%	557
2022 Q3	$485K	Buy	+7,780	New	+$556K	﹤0.01%	607

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return