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Impact Partnership Wealth’s Suburban Propane Partners SPH Stock Holding History

Impact Partnership 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
2023
Q3 		– Sell
-1
Closed -$15 – 1184
2023
Q2 		$15 Buy
+1
New +$15 ﹤0.01% 916

Other funds holding SPH

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Invesco
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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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Impact Partnership Wealth's SPH Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Suburban Propane Partners (SPH) in Q3 2023, closing a stake of 1 share — an estimated $15 sold.

Impact Partnership Wealth first reported a position in SPH in Q2 2023 and held it in 1 quarter. The position peaked at $15 in Q2 2023. 136 funds tracked by Wall St. Rank hold SPH as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Suburban Propane Partners position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Suburban Propane Partners share in Q3 2023, an estimated $15.
  • Impact Partnership Wealth first reported a position in Suburban Propane Partners in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Suburban Propane Partners position peaked at $15 in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.