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FORA Capital’s Spire SR Stock Holding History

FORA Capital’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,260
Closed -$334K – 574
2023
Q2 		$334K Buy
5,260
+1,699
+48% +$114K 0.05% 269
2023
Q1 		$250K Buy
+3,561
New +$252K 0.03% 453
2021
Q4 		– Sell
-4,323
Closed -$264K – 455
2021
Q3 		$264K Buy
+4,323
New +$296K 0.07% 297
2020
Q4 		– Sell
-2,110
Closed -$112K – 1128
2020
Q3 		$112K Buy
+2,110
New +$126K 0.07% 283
2020
Q2 		– Sell
-1,335
Closed -$99K – 1282
2020
Q1 		$99K Buy
+1,335
New +$107K 0.02% 615

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FORA Capital's SR Position: Q3 2023 in Review

FORA Capital sold out of Spire (SR) in Q3 2023, closing a stake of 5,260 shares — an estimated $334K sold.

FORA Capital first reported a position in SR in Q1 2020 and held it in 5 quarters. The position peaked at $334K in Q2 2023. 280 funds tracked by Wall St. Rank hold SR as of Q3 2023.

  • FORA Capital reported no remaining Spire position as of Q3 2023 after selling out during the quarter.
  • FORA Capital sold 5,260 Spire shares in Q3 2023, an estimated $334K.
  • FORA Capital first reported a position in Spire in Q1 2020 and held it in 5 quarters.
  • FORA Capital's Spire position peaked at $334K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Spire as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.