LSV Asset Management
SR icon

LSV Asset Management’s Spire SR Stock Holding History

LSV Asset Management’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
2015
Q1 		– Sell
-10,770
Closed -$572K – 924
2014
Q4 		$572K Hold
10,770
– – ﹤0.01% 743
2014
Q3 		$499K Hold
10,770
– – ﹤0.01% 749
2014
Q2 		$522K Buy
+10,770
New +$503K ﹤0.01% 736
2013
Q4 		– Sell
-400
Closed -$18K – 942
2013
Q3 		$18K Sell
400
-528,200
-100% -$23.9M ﹤0.01% 966
2013
Q2 		$24.1M Buy
+528,600
New +$24.1M 0.06% 219

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return