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Dmitry Balyasny’s Spire SR Stock Holding History

Dmitry Balyasny’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
2024
Q4 		– Sell
-28,796
Closed -$1.94M – 3236
2024
Q3 		$1.94M Buy
+28,796
New +$1.87M ﹤0.01% 1678
2024
Q1 		– Sell
-43,689
Closed -$2.72M – 3092
2023
Q4 		$2.72M Sell
43,689
-14,929
-25% -$891K 0.01% 1354
2023
Q3 		$3.32M Sell
58,618
-22,346
-28% -$1.36M 0.01% 1238
2023
Q2 		$5.14M Sell
80,964
-34,646
-30% -$2.33M 0.01% 1045
2023
Q1 		$8.11M Buy
115,610
+107,612
+1,345% +$7.63M 0.02% 861
2022
Q4 		$551K Buy
7,998
+4,433
+124% +$302K ﹤0.01% 1834
2022
Q3 		$222K Sell
3,565
-27,855
-89% -$1.99M ﹤0.01% 2285
2022
Q2 		$2.34M Buy
+31,420
New +$2.36M 0.01% 1329
2022
Q1 		– Sell
-6,826
Closed -$445K – 2823
2021
Q4 		$445K Buy
+6,826
New +$432K ﹤0.01% 1646
2020
Q3 		– Sell
-30,148
Closed -$1.98M – 1578
2020
Q2 		$1.98M Buy
30,148
+23,684
+366% +$1.69M 0.02% 725
2020
Q1 		$481K Buy
+6,464
New +$518K 0.01% 917
2019
Q3 		– Sell
-10,589
Closed -$889K – 1556
2019
Q2 		$889K Buy
+10,589
New +$887K 0.01% 1111
2018
Q4 		– Sell
-8,586
Closed -$632K – 1740
2018
Q3 		$632K Buy
+8,586
New +$635K ﹤0.01% 1313

Other funds holding SR

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dmitry Balyasny's SR Position: Q4 2024 in Review

Dmitry Balyasny sold out of Spire (SR) in Q4 2024, closing a stake of 28,796 shares — an estimated $1.94M sold.

Dmitry Balyasny first reported a position in SR in Q3 2018 and held it in 13 quarters. The position peaked at $8.11M in Q1 2023. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

  • Dmitry Balyasny reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
  • Dmitry Balyasny sold 28,796 Spire shares in Q4 2024, an estimated $1.94M.
  • Dmitry Balyasny first reported a position in Spire in Q3 2018 and held it in 13 quarters.
  • Dmitry Balyasny's Spire position peaked at $8.11M in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.