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Capital Performance Advisors’s SpartanNash SPTN Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-392
Closed -$8.79K – 2334
2024
Q3 		$8.79K Buy
+392
New +$8.09K ﹤0.01% 882

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's SPTN Position: Q4 2024 in Review

Capital Performance Advisors sold out of SpartanNash (SPTN) in Q4 2024, closing a stake of 392 shares — an estimated $8.79K sold.

Capital Performance Advisors first reported a position in SPTN in Q3 2024 and held it in 1 quarter. The position peaked at $8.79K in Q3 2024. 201 funds tracked by Wall St. Rank hold SPTN as of Q4 2024.

  • Capital Performance Advisors reported no remaining SpartanNash position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 392 SpartanNash shares in Q4 2024, an estimated $8.79K.
  • Capital Performance Advisors first reported a position in SpartanNash in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's SpartanNash position peaked at $8.79K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held SpartanNash as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.