NMM
SR icon

Naples Money Management’s Spire SR Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-91
Closed -$5.49K – 435
2024
Q2 		$5.49K Hold
91
– – ﹤0.01% 239
2024
Q1 		$5.58K Hold
91
– – 0.01% 241
2023
Q4 		$5.67K Buy
+91
New +$5.43K 0.01% 252

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Naples Money Management's SR Position: Q3 2024 in Review

Naples Money Management sold out of Spire (SR) in Q3 2024, closing a stake of 91 shares — an estimated $5.49K sold.

Naples Money Management first reported a position in SR in Q4 2023 and held it in 3 quarters. The position peaked at $5.67K in Q4 2023. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

  • Naples Money Management reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 91 Spire shares in Q3 2024, an estimated $5.49K.
  • Naples Money Management first reported a position in Spire in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Spire position peaked at $5.67K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.