Hazlett, Burt & Watson’s Spire SR Stock Holding History

Hazlett, Burt & Watson’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
2024 Q3	–	Sell	-45	Closed	-$3K	–	747
2024 Q2	$3K	Buy	+45	New	+$2.72K	﹤0.01%	638

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hazlett, Burt & Watson's SR Position: Q3 2024 in Review

Hazlett, Burt & Watson sold out of Spire (SR) in Q3 2024, closing a stake of 45 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

Hazlett, Burt & Watson reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
Hazlett, Burt & Watson sold 45 Spire shares in Q3 2024, an estimated $3K.
Hazlett, Burt & Watson first reported a position in Spire in Q2 2024 and held it in 1 quarter.
Hazlett, Burt & Watson's Spire position peaked at $3K in Q2 2024.
310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2024, filed 30 Oct 2024.