Mutual Advisors’s Suburban Propane Partners SPH Stock Holding History

Mutual 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
2023 Q3	–	Sell	-16,138	Closed	-$239K	–	1040
2023 Q2	$239K	Buy	16,138 +2,473	+18%	+$37.4K	0.01%	885
2023 Q1	$209K	Buy	13,665 +2,600	+23%	+$40.2K	0.01%	914
2022 Q4	$168K	Buy	+11,065	New	+$177K	0.01%	881

Other funds holding SPH

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Mutual Advisors's SPH Position: Q3 2023 in Review

Mutual Advisors sold out of Suburban Propane Partners (SPH) in Q3 2023, closing a stake of 16,138 shares — an estimated $239K sold.

Mutual Advisors first reported a position in SPH in Q4 2022 and held it in 3 quarters. The position peaked at $239K in Q2 2023. 136 funds tracked by Wall St. Rank hold SPH as of Q3 2023.

Mutual Advisors reported no remaining Suburban Propane Partners position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 16,138 Suburban Propane Partners shares in Q3 2023, an estimated $239K.
Mutual Advisors first reported a position in Suburban Propane Partners in Q4 2022 and held it in 3 quarters.
Mutual Advisors's Suburban Propane Partners position peaked at $239K in Q2 2023.
136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.