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 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

Graves Light Lenhart Wealth's SPH Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Suburban Propane Partners (SPH) in Q3 2022, closing a stake of 3,695 shares — an estimated $56K sold.

Graves Light Lenhart Wealth first reported a position in SPH in Q4 2020 and held it in 7 quarters. The position peaked at $59K in Q1 2022. 141 funds tracked by Wall St. Rank hold SPH as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Suburban Propane Partners position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,695 Suburban Propane Partners shares in Q3 2022, an estimated $56K.
Graves Light Lenhart Wealth first reported a position in Suburban Propane Partners in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Suburban Propane Partners position peaked at $59K in Q1 2022.
141 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.