JIR
SPTN

James Investment Research’s SpartanNash SPTN Stock Holding History

James Investment Research’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,012
Closed -$372K – 497
2023
Q1 		$372K Hold
15,012
– – 0.05% 220
2022
Q4 		$454K Buy
15,012
+3,426
+30% +$112K 0.06% 181
2022
Q3 		$336K Buy
+11,586
New +$360K 0.05% 206
2017
Q2 		– Sell
-48,172
Closed -$1.69M – 769
2017
Q1 		$1.69M Buy
+48,172
New +$1.77M 0.05% 266
2014
Q3 		– Sell
-129,000
Closed -$2.71M – 538
2014
Q2 		$2.71M Sell
129,000
-243,120
-65% -$5.4M 0.09% 158
2014
Q1 		$8.64M Buy
372,120
+58,390
+19% +$1.33M 0.28% 105
2013
Q4 		$7.62M Buy
313,730
+166,560
+113% +$3.86M 0.24% 107
2013
Q3 		$3.25M Buy
147,170
+146,870
+48,957% +$3.08M 0.12% 147
2013
Q2 		$6K Buy
+300
New +$5.32K ﹤0.01% 493

Other funds holding SPTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return