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Larson Financial Group’s Suburban Propane Partners SPH Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-108
Closed -$1.74K – 1897
2023
Q3 		$1.74K Hold
108
– – ﹤0.01% 1384
2023
Q2 		$1.6K Hold
108
– – ﹤0.01% 1303
2023
Q1 		$1.66K Buy
108
+2
+2% +$31 ﹤0.01% 1273
2022
Q4 		$1.61K Buy
106
+2
+2% +$32 ﹤0.01% 1225
2022
Q3 		$2K Sell
104
-480
-82% -$7.76K ﹤0.01% 1144
2022
Q2 		$9K Buy
584
+2
+0.3% +$33 ﹤0.01% 763
2022
Q1 		$9K Sell
582
-33,645
-98% -$510K ﹤0.01% 690
2021
Q4 		$501K Sell
34,227
-5
-0% -$76 0.08% 110
2021
Q3 		$525K Buy
+34,232
New +$530K 0.1% 81

Other funds holding SPH

AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return