CX Institutional’s SpartanNash SPTN Stock Holding History

CX Institutional’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 Q3	–	Sell	-138,395	Closed	-$2.6M	–	592
2024 Q2	$2.6M	Buy	138,395 +9,846	+8%	+$192K	0.12%	181
2024 Q1	$2.6M	Buy	+128,549	New	+$2.77M	0.13%	180

Other funds holding SPTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

CX Institutional's SPTN Position: Q3 2024 in Review

CX Institutional sold out of SpartanNash (SPTN) in Q3 2024, closing a stake of 138,395 shares — an estimated $2.6M sold.

CX Institutional first reported a position in SPTN in Q1 2024 and held it in 2 quarters. The position peaked at $2.6M in Q1 2024. 215 funds tracked by Wall St. Rank hold SPTN as of Q3 2024.

CX Institutional reported no remaining SpartanNash position as of Q3 2024 after selling out during the quarter.
CX Institutional sold 138,395 SpartanNash shares in Q3 2024, an estimated $2.6M.
CX Institutional first reported a position in SpartanNash in Q1 2024 and held it in 2 quarters.
CX Institutional's SpartanNash position peaked at $2.6M in Q1 2024.
215 funds tracked by Wall St. Rank held SpartanNash as of Q3 2024.

Based on CX Institutional's 13F filing for Q3 2024, filed 11 Oct 2024.