MWC
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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return