EW
SPH icon

Evoke Wealth’s Suburban Propane Partners SPH Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-18
Closed – – 1034
2022
Q3 		$0 Hold
18
– – ﹤0.01% 1261
2022
Q2 		$0 Buy
+18
New +$298 ﹤0.01% 1244
2020
Q1 		– Sell
-825
Closed -$18K – 1323
2019
Q4 		$18K Hold
825
– – ﹤0.01% 613
2019
Q3 		$19.5K Buy
+825
New +$19.5K ﹤0.01% 668

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Evoke Wealth's SPH Position: Q4 2022 in Review

Evoke Wealth sold out of Suburban Propane Partners (SPH) in Q4 2022, closing a stake of 18 shares.

Evoke Wealth first reported a position in SPH in Q3 2019 and held it in 4 quarters. The position peaked at $19.5K in Q3 2019. 146 funds tracked by Wall St. Rank hold SPH as of Q4 2022.

  • Evoke Wealth reported no remaining Suburban Propane Partners position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 18 Suburban Propane Partners shares in Q4 2022.
  • Evoke Wealth first reported a position in Suburban Propane Partners in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's Suburban Propane Partners position peaked at $19.5K in Q3 2019.
  • 146 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.