Lee Financial’s Suburban Propane Partners SPH Stock Holding History

Lee Financial’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 Q1	–	Sell	-54	Closed	-$820	–	942
2022 Q4	$820	Hold	54	–	–	﹤0.01%	780
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	788
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	818
2022 Q1	$1K	Hold	54	–	–	﹤0.01%	737
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	873
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	683
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	660
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	476
2020 Q4	$1K	Hold	54	–	–	﹤0.01%	466
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	522
2020 Q2	$1K	Hold	54	–	–	﹤0.01%	512
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	473
2019 Q4	$1K	Hold	54	–	–	﹤0.01%	491
2019 Q3	$1K	Hold	54	–	–	﹤0.01%	502
2019 Q2	$1K	Hold	54	–	–	﹤0.01%	510
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	503
2018 Q4	$1K	Hold	54	–	–	﹤0.01%	429
2018 Q3	$1K	Sell	54 -3,200	-98%	-$74.8K	﹤0.01%	455
2018 Q2	$76K	Sell	3,254 -3,200	-50%	-$73.6K	0.02%	228
2018 Q1	$142K	Buy	6,454 +3,200	+98%	+$78K	0.04%	181
2017 Q4	$79K	Hold	3,254	–	–	0.02%	165
2017 Q3	$85K	Hold	3,254	–	–	0.03%	152
2017 Q2	$77K	Buy	3,254 +3,200	+5,926%	+$79K	0.03%	164
2017 Q1	$1K	Hold	54	–	–	﹤0.01%	395
2016 Q4	$2K	Buy	+54	New	+$1.65K	﹤0.01%	400

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Lee Financial's SPH Position: Q1 2023 in Review

Lee Financial sold out of Suburban Propane Partners (SPH) in Q1 2023, closing a stake of 54 shares — an estimated $820 sold.

Lee Financial first reported a position in SPH in Q4 2016 and held it in 25 quarters. The position peaked at $142K in Q1 2018. 140 funds tracked by Wall St. Rank hold SPH as of Q1 2023.

Lee Financial reported no remaining Suburban Propane Partners position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 54 Suburban Propane Partners shares in Q1 2023, an estimated $820.
Lee Financial first reported a position in Suburban Propane Partners in Q4 2016 and held it in 25 quarters.
Lee Financial's Suburban Propane Partners position peaked at $142K in Q1 2018.
140 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.