LAS
SP

Lloyd Advisory Services’s SP Plus Corporation SP Stock Holding History

Lloyd Advisory Services’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$3K – 596
2022
Q1 		$3K Buy
100
+70
+233% +$2.03K ﹤0.01% 499
2021
Q4 		$1K Hold
30
– – ﹤0.01% 413
2021
Q3 		$1K Hold
30
– – ﹤0.01% 383
2021
Q2 		$1K Buy
+30
New +$983 ﹤0.01% 393

Other funds holding SP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lloyd Advisory Services's SP Position: Q2 2022 in Review

Lloyd Advisory Services sold out of SP Plus Corporation (SP) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in SP in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 135 funds tracked by Wall St. Rank hold SP as of Q2 2022.

  • Lloyd Advisory Services reported no remaining SP Plus Corporation position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 100 SP Plus Corporation shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in SP Plus Corporation in Q2 2021 and held it in 4 quarters.
  • Lloyd Advisory Services's SP Plus Corporation position peaked at $3K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held SP Plus Corporation as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.