JPLA
SPR

Joseph P. Lucia & Associates’s Spirit AeroSystems SPR Stock Holding History

Joseph P. Lucia & Associates’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-555
Closed -$25K – 493
2021
Q3 		$25K Sell
555
-100
-15% -$4.19K 0.01% 284
2021
Q2 		$31K Sell
655
-30
-4% -$1.42K 0.02% 263
2021
Q1 		$33K Sell
685
-30
-4% -$1.28K 0.01% 239
2020
Q4 		$28K Buy
+715
New +$20.5K 0.02% 236

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Joseph P. Lucia & Associates's SPR Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Spirit AeroSystems (SPR) in Q4 2021, closing a stake of 555 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in SPR in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q1 2021. 309 funds tracked by Wall St. Rank hold SPR as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Spirit AeroSystems position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 555 Spirit AeroSystems shares in Q4 2021, an estimated $25K.
  • Joseph P. Lucia & Associates first reported a position in Spirit AeroSystems in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Spirit AeroSystems position peaked at $33K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.