EWM
SPR

Elmwood Wealth Management’s Spirit AeroSystems SPR Stock Holding History

Elmwood Wealth Management’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17
Closed -$1.42K – 331
2020
Q1 		$1.42K Buy
+17
New +$941 ﹤0.01% 270
2018
Q3 		– Sell
-17
Closed -$1.46K – 303
2018
Q2 		$1.46K Hold
17
– – ﹤0.01% 269
2018
Q1 		$1.42K Buy
+17
New +$1.55K ﹤0.01% 270

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Elmwood Wealth Management's SPR Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Spirit AeroSystems (SPR) in Q2 2020, closing a stake of 17 shares — an estimated $1.42K sold.

Elmwood Wealth Management first reported a position in SPR in Q1 2018 and held it in 3 quarters. The position peaked at $1.46K in Q2 2018. 270 funds tracked by Wall St. Rank hold SPR as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Spirit AeroSystems position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 17 Spirit AeroSystems shares in Q2 2020, an estimated $1.42K.
  • Elmwood Wealth Management first reported a position in Spirit AeroSystems in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Spirit AeroSystems position peaked at $1.46K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.