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SPH icon

Inspire Investing’s Suburban Propane Partners SPH Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-21,912
Closed -$336K – 920
2021
Q2 		$336K Buy
21,912
+664
+3% +$9.94K 0.04% 504
2021
Q1 		$315K Buy
21,248
+1,594
+8% +$24.1K 0.05% 509
2020
Q4 		$292K Buy
19,654
+6,586
+50% +$106K 0.06% 458
2020
Q3 		$213K Buy
+13,068
New +$179K 0.06% 335
2018
Q1 		– Sell
-2,401
Closed -$58K – 632
2017
Q4 		$58K Buy
+2,401
New +$59.8K 0.05% 414

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return