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ClearBridge Investments (Australia)’s Spire SR Stock Holding History

ClearBridge Investments (Australia)’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
2020
Q2 		– Sell
-439
Closed -$33K – 57
2020
Q1 		$33K Buy
439
+14
+3% +$1.12K ﹤0.01% 44
2019
Q4 		$35K Sell
425
-18
-4% -$1.47K ﹤0.01% 43
2019
Q3 		$39K Sell
443
-9
-2% -$758 ﹤0.01% 46
2019
Q2 		$38K Sell
452
-23
-5% -$1.93K ﹤0.01% 45
2019
Q1 		$40K Buy
+475
New +$37K ﹤0.01% 43

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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments (Australia)'s SR Position: Q2 2020 in Review

ClearBridge Investments (Australia) sold out of Spire (SR) in Q2 2020, closing a stake of 439 shares — an estimated $33K sold.

ClearBridge Investments (Australia) first reported a position in SR in Q1 2019 and held it in 5 quarters. The position peaked at $40K in Q1 2019. 272 funds tracked by Wall St. Rank hold SR as of Q2 2020.

  • ClearBridge Investments (Australia) reported no remaining Spire position as of Q2 2020 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 439 Spire shares in Q2 2020, an estimated $33K.
  • ClearBridge Investments (Australia) first reported a position in Spire in Q1 2019 and held it in 5 quarters.
  • ClearBridge Investments (Australia)'s Spire position peaked at $40K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Spire as of Q2 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2020, filed 14 Aug 2020.