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

Mayflower 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
2024 Q3	–	Sell	-10,000	Closed	-$190K	–	381
2024 Q2	$190K	Hold	10,000	–	–	0.03%	346
2024 Q1	$204K	Hold	10,000	–	–	0.03%	340
2023 Q4	$178K	Hold	10,000	–	–	0.02%	328
2023 Q3	$161K	Hold	10,000	–	–	0.02%	324
2023 Q2	$148K	Hold	10,000	–	–	0.02%	342
2023 Q1	$153K	Hold	10,000	–	–	0.02%	335
2022 Q4	$152K	Hold	10,000	–	–	0.02%	330
2022 Q3	$151K	Hold	10,000	–	–	0.02%	313
2022 Q2	$153K	Hold	10,000	–	–	0.02%	309
2022 Q1	$161K	Hold	10,000	–	–	0.02%	336
2021 Q4	$147K	Hold	10,000	–	–	0.02%	330
2021 Q3	$161K	Hold	10,000	–	–	0.02%	321
2021 Q2	$153K	Hold	10,000	–	–	0.02%	307
2021 Q1	$148K	Hold	10,000	–	–	0.02%	285
2020 Q4	$149K	Buy	+10,000	New	+$161K	0.03%	266

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Mayflower Financial Advisors's SPH Position: Q3 2024 in Review

Mayflower Financial Advisors sold out of Suburban Propane Partners (SPH) in Q3 2024, closing a stake of 10,000 shares — an estimated $190K sold.

Mayflower Financial Advisors first reported a position in SPH in Q4 2020 and held it in 15 quarters. The position peaked at $204K in Q1 2024. 128 funds tracked by Wall St. Rank hold SPH as of Q3 2024.

Mayflower Financial Advisors reported no remaining Suburban Propane Partners position as of Q3 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 10,000 Suburban Propane Partners shares in Q3 2024, an estimated $190K.
Mayflower Financial Advisors first reported a position in Suburban Propane Partners in Q4 2020 and held it in 15 quarters.
Mayflower Financial Advisors's Suburban Propane Partners position peaked at $204K in Q1 2024.
128 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2024.

Based on Mayflower Financial Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.