Jackson Grant Investment Advisers’s Spire SR Stock Holding History

Jackson Grant Investment Advisers’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
2021 Q4	–	Sell	-680	Closed	-$42K	–	297
2021 Q3	$42K	Buy	680 +7	+1%	+$479	0.02%	223
2021 Q2	$49K	Buy	673 +6	+0.9%	+$447	0.02%	208
2021 Q1	$49K	Buy	667 +6	+0.9%	+$401	0.02%	199
2020 Q4	$42K	Buy	661 +7	+1%	+$427	0.02%	200
2020 Q3	$35K	Buy	654 +14	+2%	+$835	0.02%	162
2020 Q2	$42K	Buy	640 +5	+0.8%	+$356	0.03%	152
2020 Q1	$47K	Buy	635 +4	+0.6%	+$321	0.03%	143
2019 Q4	$53K	Buy	631 +5	+0.8%	+$410	0.03%	146
2019 Q3	$55K	Buy	626 +4	+0.6%	+$337	0.03%	145
2019 Q2	$52K	Buy	622 +5	+0.8%	+$419	0.03%	148
2019 Q1	$51K	Buy	617 +5	+0.8%	+$390	0.03%	143
2018 Q4	$45K	Buy	612 +4	+0.7%	+$302	0.03%	147
2018 Q3	$45K	Buy	608 +5	+0.8%	+$370	0.03%	151
2018 Q2	$43K	Buy	603 +5	+0.8%	+$353	0.03%	158
2018 Q1	$43K	Buy	598 +4	+0.7%	+$273	0.03%	154
2017 Q4	$45K	Buy	594 +4	+0.7%	+$310	0.03%	152
2017 Q3	$44K	Buy	590 +5	+0.9%	+$371	0.03%	151
2017 Q2	$41K	Buy	585 +4	+0.7%	+$279	0.03%	139
2017 Q1	$39K	Buy	581 +5	+0.9%	+$325	0.03%	132
2016 Q4	$37K	Buy	576 +4	+0.7%	+$252	0.03%	134
2016 Q3	$36K	Buy	572 +4	+0.7%	+$267	0.03%	128
2016 Q2	$40K	Buy	568 +4	+0.7%	+$263	0.04%	121
2016 Q1	$38K	Buy	564 +5	+0.9%	+$319	0.03%	116
2015 Q4	$33K	Buy	+559	New	+$32.2K	0.03%	124

Other funds holding SR

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Jackson Grant Investment Advisers's SR Position: Q4 2021 in Review

Jackson Grant Investment Advisers sold out of Spire (SR) in Q4 2021, closing a stake of 680 shares — an estimated $42K sold.

Jackson Grant Investment Advisers first reported a position in SR in Q4 2015 and held it in 24 quarters. The position peaked at $55K in Q3 2019. 270 funds tracked by Wall St. Rank hold SR as of Q4 2021.

Jackson Grant Investment Advisers reported no remaining Spire position as of Q4 2021 after selling out during the quarter.
Jackson Grant Investment Advisers sold 680 Spire shares in Q4 2021, an estimated $42K.
Jackson Grant Investment Advisers first reported a position in Spire in Q4 2015 and held it in 24 quarters.
Jackson Grant Investment Advisers's Spire position peaked at $55K in Q3 2019.
270 funds tracked by Wall St. Rank held Spire as of Q4 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2021, filed 24 Jan 2022.