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Hillsdale Investment Management’s Suburban Propane Partners SPH Stock Holding History

Hillsdale Investment Management’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
Q4 		– Sell
-1,130
Closed -$17K – 617
2022
Q3 		$17K Sell
1,130
-420
-27% -$6.79K ﹤0.01% 483
2022
Q2 		$24K Sell
1,550
-3,050
-66% -$50.5K ﹤0.01% 472
2022
Q1 		$74K Hold
4,600
– – ﹤0.01% 456
2021
Q4 		$67K Buy
+4,600
New +$69.6K ﹤0.01% 471
2016
Q1 		– Sell
-4,550
Closed -$111K – 542
2015
Q4 		$111K Buy
+4,550
New +$139K 0.04% 309

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Hillsdale Investment Management's SPH Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Suburban Propane Partners (SPH) in Q4 2022, closing a stake of 1,130 shares — an estimated $17K sold.

Hillsdale Investment Management first reported a position in SPH in Q4 2015 and held it in 5 quarters. The position peaked at $111K in Q4 2015. 146 funds tracked by Wall St. Rank hold SPH as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Suburban Propane Partners position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,130 Suburban Propane Partners shares in Q4 2022, an estimated $17K.
  • Hillsdale Investment Management first reported a position in Suburban Propane Partners in Q4 2015 and held it in 5 quarters.
  • Hillsdale Investment Management's Suburban Propane Partners position peaked at $111K in Q4 2015.
  • 146 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.