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Monarch Partners Asset Management’s Spire SR Stock Holding History

Monarch Partners 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
2022
Q4 		– Sell
-57,544
Closed -$3.59M – 156
2022
Q3 		$3.59M Buy
57,544
+5,984
+12% +$428K 1.08% 19
2022
Q2 		$3.83M Buy
+51,560
New +$3.88M 1.07% 15

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Macquarie Group
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monarch Partners Asset Management's SR Position: Q4 2022 in Review

Monarch Partners Asset Management sold out of Spire (SR) in Q4 2022, closing a stake of 57,544 shares — an estimated $3.59M sold.

Monarch Partners Asset Management first reported a position in SR in Q2 2022 and held it in 2 quarters. The position peaked at $3.83M in Q2 2022. 288 funds tracked by Wall St. Rank hold SR as of Q4 2022.

  • Monarch Partners Asset Management reported no remaining Spire position as of Q4 2022 after selling out during the quarter.
  • Monarch Partners Asset Management sold 57,544 Spire shares in Q4 2022, an estimated $3.59M.
  • Monarch Partners Asset Management first reported a position in Spire in Q2 2022 and held it in 2 quarters.
  • Monarch Partners Asset Management's Spire position peaked at $3.83M in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Spire as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.