Corient Private Wealth
SPTN

Corient Private Wealth’s SpartanNash SPTN Stock Holding History

Corient Private Wealth’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
-9,972
Closed -$223K – 2523
2024
Q3 		$223K Buy
+9,972
New +$206K ﹤0.01% 2172

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 $3.37T AUM 44.26% 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

Corient Private Wealth's SPTN Position: Q4 2024 in Review

Corient Private Wealth sold out of SpartanNash (SPTN) in Q4 2024, closing a stake of 9,972 shares — an estimated $223K sold.

Corient Private Wealth first reported a position in SPTN in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 201 funds tracked by Wall St. Rank hold SPTN as of Q4 2024.

  • Corient Private Wealth reported no remaining SpartanNash position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 9,972 SpartanNash shares in Q4 2024, an estimated $223K.
  • Corient Private Wealth first reported a position in SpartanNash in Q3 2024 and held it in 1 quarter.
  • Corient Private Wealth's SpartanNash position peaked at $223K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held SpartanNash as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.