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

Endurance 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 Q3	–	Sell	-1,000	Closed	-$15K	–	640
2022 Q2	$15K	Hold	1,000	–	–	﹤0.01%	448
2022 Q1	$16K	Hold	1,000	–	–	﹤0.01%	477
2021 Q4	$15K	Hold	1,000	–	–	﹤0.01%	474
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	494
2021 Q2	$15K	Hold	1,000	–	–	﹤0.01%	493
2021 Q1	$15K	Hold	1,000	–	–	﹤0.01%	494
2020 Q4	$15K	Hold	1,000	–	–	﹤0.01%	453
2020 Q3	$16K	Hold	1,000	–	–	﹤0.01%	426
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	439
2020 Q1	$14K	Hold	1,000	–	–	﹤0.01%	398
2019 Q4	$22K	Hold	1,000	–	–	﹤0.01%	354
2019 Q3	$24K	Hold	1,000	–	–	﹤0.01%	343
2019 Q2	$24K	Hold	1,000	–	–	﹤0.01%	326
2019 Q1	$22K	Hold	1,000	–	–	﹤0.01%	324
2018 Q4	$19K	Hold	1,000	–	–	﹤0.01%	323
2018 Q3	$24K	Hold	1,000	–	–	﹤0.01%	329
2018 Q2	$23K	Hold	1,000	–	–	﹤0.01%	335
2018 Q1	$22K	Hold	1,000	–	–	﹤0.01%	353
2017 Q4	$24K	Hold	1,000	–	–	﹤0.01%	333
2017 Q3	$26K	Hold	1,000	–	–	﹤0.01%	321
2017 Q2	$24K	Hold	1,000	–	–	﹤0.01%	339
2017 Q1	$27K	Hold	1,000	–	–	﹤0.01%	330
2016 Q4	$30K	Hold	1,000	–	–	0.01%	308
2016 Q3	$32K	Buy	+1,000	New	+$33.7K	0.01%	306

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

Goldman Sachs New York $1.15T AUM 47.82% 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

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Endurance Wealth Management's SPH Position: Q3 2022 in Review

Endurance Wealth Management sold out of Suburban Propane Partners (SPH) in Q3 2022, closing a stake of 1,000 shares — an estimated $15K sold.

Endurance Wealth Management first reported a position in SPH in Q3 2016 and held it in 24 quarters. The position peaked at $32K in Q3 2016. 141 funds tracked by Wall St. Rank hold SPH as of Q3 2022.

Endurance Wealth Management reported no remaining Suburban Propane Partners position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 1,000 Suburban Propane Partners shares in Q3 2022, an estimated $15K.
Endurance Wealth Management first reported a position in Suburban Propane Partners in Q3 2016 and held it in 24 quarters.
Endurance Wealth Management's Suburban Propane Partners position peaked at $32K in Q3 2016.
141 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.