MBM Wealth Consultants’s Suburban Propane Partners SPH Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-5,810	Closed	-$89K	–	246
2023 Q1	$89K	Hold	5,810	–	–	0.04%	131
2022 Q4	$88K	Hold	5,810	–	–	0.04%	137
2022 Q3	$90K	Hold	5,810	–	–	0.04%	119
2022 Q2	$89K	Hold	5,810	–	–	0.04%	113
2022 Q1	$94K	Sell	5,810 -4,581	-44%	-$69.4K	0.04%	132
2021 Q4	$160K	Hold	10,391	–	–	0.07%	106
2021 Q3	$160K	Hold	10,391	–	–	0.07%	111
2021 Q2	$159K	Hold	10,391	–	–	0.07%	109
2021 Q1	$154K	Buy	10,391 +8,591	+477%	+$130K	0.08%	102
2020 Q4	$27K	Hold	1,800	–	–	0.01%	158
2020 Q3	$29K	Buy	+1,800	New	+$24.7K	0.02%	152

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BHC

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

MBM Wealth Consultants's SPH Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Suburban Propane Partners (SPH) in Q2 2023, closing a stake of 5,810 shares — an estimated $89K sold.

MBM Wealth Consultants first reported a position in SPH in Q3 2020 and held it in 11 quarters. The position peaked at $160K in Q4 2021. 139 funds tracked by Wall St. Rank hold SPH as of Q2 2023.

MBM Wealth Consultants reported no remaining Suburban Propane Partners position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 5,810 Suburban Propane Partners shares in Q2 2023, an estimated $89K.
MBM Wealth Consultants first reported a position in Suburban Propane Partners in Q3 2020 and held it in 11 quarters.
MBM Wealth Consultants's Suburban Propane Partners position peaked at $160K in Q4 2021.
139 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.