MHS
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M Holdings Securities’s Suburban Propane Partners SPH Stock Holding History

M Holdings Securities’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
2026
Q1 		– Sell
-14,250
Closed -$264K – 313
2025
Q4 		$264K Buy
+14,250
New +$267K 0.02% 282
2024
Q1 		– Sell
-12,586
Closed -$224K – 176
2023
Q4 		$224K Hold
12,586
– – 0.03% 179
2023
Q3 		$202K Buy
+12,586
New +$186K 0.03% 196
2023
Q2 		– Sell
-12,486
Closed -$191K – 507
2023
Q1 		$191K Sell
12,486
-650
-5% -$10.1K 0.03% 440
2022
Q4 		$199K Buy
13,136
+350
+3% +$5.6K 0.02% 424
2022
Q3 		$192K Buy
+12,786
New +$207K 0.02% 407

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return