CIA
SPTN icon

Concurrent Investment Advisors’s SpartanNash SPTN Stock Holding History

Concurrent Investment 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
Q2 		– Sell
-33,592
Closed -$679K – 1072
2024
Q1 		$679K Buy
+33,592
New +$724K 0.03% 467

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

Concurrent Investment Advisors's SPTN Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of SpartanNash (SPTN) in Q2 2024, closing a stake of 33,592 shares — an estimated $679K sold.

Concurrent Investment Advisors first reported a position in SPTN in Q1 2024 and held it in 1 quarter. The position peaked at $679K in Q1 2024. 210 funds tracked by Wall St. Rank hold SPTN as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining SpartanNash position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 33,592 SpartanNash shares in Q2 2024, an estimated $679K.
  • Concurrent Investment Advisors first reported a position in SpartanNash in Q1 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's SpartanNash position peaked at $679K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held SpartanNash as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.