OQS
SR icon

Occudo Quantitative Strategies’s Spire SR Stock Holding History

Occudo Quantitative Strategies’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
2025
Q3 		– Sell
-4,018
Closed -$293K – 858
2025
Q2 		$293K Buy
+4,018
New +$301K 0.03% 470
2025
Q1 		– Sell
-5,851
Closed -$397K – 900
2024
Q4 		$397K Buy
+5,851
New +$392K 0.07% 365
2023
Q2 		– Sell
-13,462
Closed -$944K – 1271
2023
Q1 		$944K Buy
13,462
+9,137
+211% +$648K 0.09% 335
2022
Q4 		$298K Buy
+4,325
New +$294K 0.03% 664
2021
Q3 		– Sell
-3,153
Closed -$228K – 1142
2021
Q2 		$228K Buy
+3,153
New +$235K 0.03% 695

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return