Lido Advisors
SPTN

Lido Advisors’s SpartanNash SPTN Stock Holding History

Lido Advisors’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
Q1 		– Sell
-13,577
Closed -$411K – 1242
2022
Q4 		$411K Buy
13,577
+969
+8% +$31.6K 0.01% 673
2022
Q3 		$365K Buy
12,608
+1,781
+16% +$55.3K ﹤0.01% 657
2022
Q2 		$326K Sell
10,827
-6,041
-36% -$200K ﹤0.01% 707
2022
Q1 		$556K Buy
+16,868
New +$477K 0.01% 573

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lido Advisors's SPTN Position: Q1 2023 in Review

Lido Advisors sold out of SpartanNash (SPTN) in Q1 2023, closing a stake of 13,577 shares — an estimated $411K sold.

Lido Advisors first reported a position in SPTN in Q1 2022 and held it in 4 quarters. The position peaked at $556K in Q1 2022. 206 funds tracked by Wall St. Rank hold SPTN as of Q1 2023.

  • Lido Advisors reported no remaining SpartanNash position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 13,577 SpartanNash shares in Q1 2023, an estimated $411K.
  • Lido Advisors first reported a position in SpartanNash in Q1 2022 and held it in 4 quarters.
  • Lido Advisors's SpartanNash position peaked at $556K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held SpartanNash as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.