OIA
SPR

Optimum Investment Advisors’s Spirit AeroSystems SPR Stock Holding History

Optimum Investment Advisors’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-625
Closed -$15K – 923
2020
Q1 		$15K Sell
625
-2,350
-79% -$130K 0.01% 634
2019
Q4 		$217K Sell
2,975
-150
-5% -$12.4K 0.06% 258
2019
Q3 		$257K Sell
3,125
-1,300
-29% -$102K 0.08% 233
2019
Q2 		$360K Sell
4,425
-110
-2% -$9.27K 0.12% 183
2019
Q1 		$415K Buy
+4,535
New +$400K 0.14% 165

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Optimum Investment Advisors's SPR Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Spirit AeroSystems (SPR) in Q2 2020, closing a stake of 625 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in SPR in Q1 2019 and held it in 5 quarters. The position peaked at $415K in Q1 2019. 270 funds tracked by Wall St. Rank hold SPR as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Spirit AeroSystems position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 625 Spirit AeroSystems shares in Q2 2020, an estimated $15K.
  • Optimum Investment Advisors first reported a position in Spirit AeroSystems in Q1 2019 and held it in 5 quarters.
  • Optimum Investment Advisors's Spirit AeroSystems position peaked at $415K in Q1 2019.
  • 270 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.