Edge Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Edge Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-216	Closed	-$3K	–	404
2021 Q4	$3K	Hold	216	–	–	﹤0.01%	399
2021 Q3	$3K	Hold	216	–	–	﹤0.01%	406
2021 Q2	$3K	Hold	216	–	–	﹤0.01%	378
2021 Q1	$3K	Hold	216	–	–	﹤0.01%	369
2020 Q4	$3K	Hold	216	–	–	﹤0.01%	320
2020 Q3	$4K	Hold	216	–	–	﹤0.01%	367
2020 Q2	$3K	Hold	216	–	–	﹤0.01%	596
2020 Q1	$3K	Hold	216	–	–	﹤0.01%	524
2019 Q4	$5K	Hold	216	–	–	﹤0.01%	492
2019 Q3	$5K	Hold	216	–	–	﹤0.01%	483
2019 Q2	$5K	Hold	216	–	–	﹤0.01%	487
2019 Q1	$5K	Hold	216	–	–	﹤0.01%	473
2018 Q4	$4K	Hold	216	–	–	﹤0.01%	494
2018 Q3	$5K	Hold	216	–	–	﹤0.01%	507
2018 Q2	$5K	Hold	216	–	–	﹤0.01%	492
2018 Q1	$5K	Hold	216	–	–	﹤0.01%	457
2017 Q4	$5K	Hold	216	–	–	﹤0.01%	448
2017 Q3	$6K	Hold	216	–	–	﹤0.01%	429
2017 Q2	$5K	Hold	216	–	–	﹤0.01%	435
2017 Q1	$6K	Hold	216	–	–	﹤0.01%	402
2016 Q4	$6K	Sell	216 -200	-48%	-$6.12K	﹤0.01%	384
2016 Q3	$14K	Hold	416	–	–	0.01%	302
2016 Q2	$14K	Hold	416	–	–	0.01%	290
2016 Q1	$12K	Hold	416	–	–	0.01%	271
2015 Q4	$10K	Hold	416	–	–	﹤0.01%	290
2015 Q3	$13K	Hold	416	–	–	﹤0.01%	270
2015 Q2	$17K	Hold	416	–	–	0.01%	259
2015 Q1	$17K	Hold	416	–	–	0.01%	259
2014 Q4	$18K	Hold	416	–	–	0.01%	267
2014 Q3	$19K	Hold	416	–	–	0.01%	264
2014 Q2	$19K	Hold	416	–	–	0.01%	253
2014 Q1	$17K	Hold	416	–	–	0.01%	253
2013 Q4	$20K	Hold	416	–	–	0.01%	224
2013 Q3	$19K	Hold	416	–	–	0.01%	202
2013 Q2	$19K	Buy	+416	New	+$19.7K	0.01%	190

Other funds holding SPH

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

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Edge Wealth Management's SPH Position: Q1 2022 in Review

Edge Wealth Management sold out of Suburban Propane Partners (SPH) in Q1 2022, closing a stake of 216 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in SPH in Q2 2013 and held it in 35 quarters. The position peaked at $20K in Q4 2013. 135 funds tracked by Wall St. Rank hold SPH as of Q1 2022.

Edge Wealth Management reported no remaining Suburban Propane Partners position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 216 Suburban Propane Partners shares in Q1 2022, an estimated $3K.
Edge Wealth Management first reported a position in Suburban Propane Partners in Q2 2013 and held it in 35 quarters.
Edge Wealth Management's Suburban Propane Partners position peaked at $20K in Q4 2013.
135 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.