Center for Financial Planning’s Suburban Propane Partners SPH Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-43	Closed	-$659	–	585
2023 Q1	$659	Hold	43	–	–	﹤0.01%	494
2022 Q4	$653	Hold	43	–	–	﹤0.01%	496
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	618
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	516
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	524
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	526
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	480
2021 Q2	$1K	Hold	43	–	–	﹤0.01%	485
2021 Q1	$1K	Hold	43	–	–	﹤0.01%	515
2020 Q4	$1K	Hold	43	–	–	﹤0.01%	456
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	430
2020 Q2	$1K	Hold	43	–	–	﹤0.01%	435
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	552
2019 Q4	$1K	Buy	+43	New	+$987	﹤0.01%	447

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Center for Financial Planning's SPH Position: Q2 2023 in Review

Center for Financial Planning sold out of Suburban Propane Partners (SPH) in Q2 2023, closing a stake of 43 shares — an estimated $659 sold.

Center for Financial Planning first reported a position in SPH in Q4 2019 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 139 funds tracked by Wall St. Rank hold SPH as of Q2 2023.

Center for Financial Planning reported no remaining Suburban Propane Partners position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 43 Suburban Propane Partners shares in Q2 2023, an estimated $659.
Center for Financial Planning first reported a position in Suburban Propane Partners in Q4 2019 and held it in 14 quarters.
Center for Financial Planning's Suburban Propane Partners position peaked at $1K in Q3 2022.
139 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.