PFO
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Pathstone Family Office’s Suburban Propane Partners SPH Stock Holding History

Pathstone Family Office’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 		$3.17M Hold
197,442
– – 0.02% 374
2023
Q2 		$2.92M Hold
197,442
– – 0.04% 253
2023
Q1 		$3.02M Sell
197,442
-197,442
-50% -$3.05M 0.05% 220
2022
Q4 		$5.99M Hold
394,884
– – 0.05% 248
2022
Q3 		$5.94M Buy
+394,884
New +$6.38M 0.05% 209

Other funds holding SPH

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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return