Edgewood Management
SRC

Edgewood Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Edgewood Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,300
Closed -$93K – 79
2018
Q3 		$93K Buy
+2,300
New +$95.3K ﹤0.01% 73

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgewood Management's SRC Position: Q4 2018 in Review

Edgewood Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018, closing a stake of 2,300 shares — an estimated $93K sold.

Edgewood Management first reported a position in SRC in Q3 2018 and held it in 1 quarter. The position peaked at $93K in Q3 2018. 254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

  • Edgewood Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2018 after selling out during the quarter.
  • Edgewood Management sold 2,300 SPIRIT REALTY CAPITAL, INC. shares in Q4 2018, an estimated $93K.
  • Edgewood Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2018 and held it in 1 quarter.
  • Edgewood Management's SPIRIT REALTY CAPITAL, INC. position peaked at $93K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

Based on Edgewood Management's 13F filing for Q4 2018, filed 13 Feb 2019.