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Lloyd Advisory Services’s SPS Commerce SPSC Stock Holding History

Lloyd Advisory Services’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,579
Closed -$1.63M – 310
2023
Q3 		$1.63M Buy
+9,579
New +$1.7M 0.54% 37
2022
Q2 		– Sell
-13
Closed -$2K – 482
2022
Q1 		$2K Buy
+13
New +$1.63K ﹤0.01% 540

Other funds holding SPSC

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Lloyd Advisory Services's SPSC Position: Q4 2023 in Review

Lloyd Advisory Services sold out of SPS Commerce (SPSC) in Q4 2023, closing a stake of 9,579 shares — an estimated $1.63M sold.

Lloyd Advisory Services first reported a position in SPSC in Q1 2022 and held it in 2 quarters. The position peaked at $1.63M in Q3 2023. 402 funds tracked by Wall St. Rank hold SPSC as of Q4 2023.

  • Lloyd Advisory Services reported no remaining SPS Commerce position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 9,579 SPS Commerce shares in Q4 2023, an estimated $1.63M.
  • Lloyd Advisory Services first reported a position in SPS Commerce in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's SPS Commerce position peaked at $1.63M in Q3 2023.
  • 402 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.