LI
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Leeward Investments’s Spire SR Stock Holding History

Leeward Investments’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
2026
Q1 		$12.8M Buy
141,025
+22,923
+19% +$2.01M 0.63% 68
2025
Q4 		$9.77M Buy
118,102
+14,586
+14% +$1.24M 0.49% 95
2025
Q3 		$8.44M Sell
103,516
-2,321
-2% -$177K 0.43% 108
2025
Q2 		$7.73M Sell
105,837
-4,089
-4% -$306K 0.41% 114
2025
Q1 		$8.6M Sell
109,926
-4,786
-4% -$350K 0.46% 101
2024
Q4 		$7.78M Sell
114,712
-8,575
-7% -$575K 0.39% 117
2024
Q3 		$8.3M Sell
123,287
-412
-0.3% -$26.7K 0.38% 120
2024
Q2 		$7.51M Buy
123,699
+6,567
+6% +$397K 0.35% 127
2024
Q1 		$7.19M Sell
117,132
-4,997
-4% -$299K 0.32% 132
2023
Q4 		$7.61M Sell
122,129
-897
-0.7% -$53.5K 0.36% 126
2023
Q3 		$6.96M Sell
123,026
-9,476
-7% -$575K 0.36% 126
2023
Q2 		$8.41M Sell
132,502
-3,535
-3% -$237K 0.39% 122
2023
Q1 		$9.54M Sell
136,037
-6,755
-5% -$479K 0.43% 115
2022
Q4 		$9.83M Sell
142,792
-817
-0.6% -$55.6K 0.44% 113
2022
Q3 		$8.95M Sell
143,609
-2,916
-2% -$208K 0.43% 109
2022
Q2 		$10.9M Sell
146,525
-4,209
-3% -$317K 0.5% 95
2022
Q1 		$10.8M Buy
+150,734
New +$9.99M 0.43% 110

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return