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Graves Light Lenhart Wealth’s Suburban Propane Partners SPH Stock Holding History

Graves Light Lenhart 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
Q3 		– Sell
-3,695
Closed -$56K – 531
2022
Q2 		$56K Hold
3,695
– – 0.01% 297
2022
Q1 		$59K Hold
3,695
– – 0.01% 336
2021
Q4 		$54K Hold
3,695
– – 0.01% 389
2021
Q3 		$57K Hold
3,695
– – 0.01% 356
2021
Q2 		$57K Hold
3,695
– – 0.01% 362
2021
Q1 		$55K Hold
3,695
– – 0.01% 374
2020
Q4 		$55K Buy
+3,695
New +$59.4K 0.01% 357

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return