Halpern Financial’s Spirit AeroSystems SPR Stock Holding History

Halpern Financial’s Portfolio SPR Stock Details SPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10	Closed	-$219	–	218
2022 Q3	$219	Buy	+10	New	+$304	﹤0.01%	198

Other funds holding SPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's SPR Position: Q4 2022 in Review

Halpern Financial sold out of Spirit AeroSystems (SPR) in Q4 2022, closing a stake of 10 shares — an estimated $219 sold.

Halpern Financial first reported a position in SPR in Q3 2022 and held it in 1 quarter. The position peaked at $219 in Q3 2022. 281 funds tracked by Wall St. Rank hold SPR as of Q4 2022.

Halpern Financial reported no remaining Spirit AeroSystems position as of Q4 2022 after selling out during the quarter.
Halpern Financial sold 10 Spirit AeroSystems shares in Q4 2022, an estimated $219.
Halpern Financial first reported a position in Spirit AeroSystems in Q3 2022 and held it in 1 quarter.
Halpern Financial's Spirit AeroSystems position peaked at $219 in Q3 2022.
281 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.