NI
SR icon

Numeric Investors’s Spire SR Stock Holding History

Numeric Investors’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
2017
Q4 		$1.03M Buy
+13,700
New +$1.06M 0.01% 740
2013
Q4 		– Sell
-50,700
Closed -$2.28M – 870
2013
Q3 		$2.28M Sell
50,700
-31,991
-39% -$1.45M 0.04% 320
2013
Q2 		$3.78M Buy
+82,691
New +$3.76M 0.08% 235

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Numeric Investors's SR Position: Q4 2017 in Review

Numeric Investors opened a new position in Spire (SR) in Q4 2017: 13,700 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Numeric Investors previously reported a position in SR as recently as Q3 2013.

Numeric Investors first reported a position in SR in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.78M in Q2 2013. 254 funds tracked by Wall St. Rank hold SR as of Q4 2017.

  • Numeric Investors held 13,700 shares of Spire worth $1.03M as of Q4 2017.
  • Spire was a new Numeric Investors position in Q4 2017.
  • Spire made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #740 holding.
  • Numeric Investors first reported a position in Spire in Q2 2013 and has held it in 3 quarters since.
  • Numeric Investors's Spire position peaked at $3.78M in Q2 2013.
  • 254 funds tracked by Wall St. Rank held Spire as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.