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Lighthouse Financial Advisors’s Suburban Propane Partners SPH Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$440K Hold
29,755
– – 0.13% 83
2020
Q4 		$442K Buy
29,755
+8,183
+38% +$132K 0.15% 81
2020
Q3 		$351K Hold
21,572
– – 0.13% 79
2020
Q2 		$308K Hold
21,572
– – 0.13% 82
2020
Q1 		$305K Hold
21,572
– – 0.19% 67
2019
Q4 		$471K Buy
+21,572
New +$495K 0.22% 61

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Lighthouse Financial Advisors's SPH Position: Q1 2021 in Review

Lighthouse Financial Advisors held its Suburban Propane Partners (SPH) position steady in Q1 2021 at 29,755 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #83.

Lighthouse Financial Advisors first reported a position in SPH in Q4 2019 and has held it in 6 quarters since. The position peaked at $471K in Q4 2019. 136 funds tracked by Wall St. Rank hold SPH as of Q1 2021.

  • Lighthouse Financial Advisors held 29,755 shares of Suburban Propane Partners worth $440K as of Q1 2021.
  • Lighthouse Financial Advisors left its Suburban Propane Partners share count unchanged in Q1 2021.
  • Suburban Propane Partners made up 0.13% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #83 holding.
  • Lighthouse Financial Advisors first reported a position in Suburban Propane Partners in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Suburban Propane Partners position peaked at $471K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.