Prospera Financial Services’s Suburban Propane Partners SPH Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-212,834	Closed	-$3.42M	–	1107
2023 Q3	$3.42M	Sell	212,834 -11,324	-5%	-$167K	0.13%	174
2023 Q2	$3.32M	Sell	224,158 -3,807	-2%	-$57.6K	0.13%	188
2023 Q1	$3.49M	Buy	227,965 +4,228	+2%	+$65.4K	0.14%	176
2022 Q4	$3.4M	Sell	223,737 -8,472	-4%	-$136K	0.17%	138
2022 Q3	$3.49M	Buy	232,209 +149,117	+179%	+$2.41M	0.18%	135
2022 Q2	$1.27M	Buy	83,092 +83,060	+259,563%	+$1.37M	0.06%	320
2022 Q1	$1K	Buy	+32	New	+$485	﹤0.01%	2671
2020 Q4	–	Sell	-32	Closed	-$1K	–	1436
2020 Q3	$1K	Buy	+32	New	+$439	﹤0.01%	1573

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Prospera Financial Services's SPH Position: Q4 2023 in Review

Prospera Financial Services sold out of Suburban Propane Partners (SPH) in Q4 2023, closing a stake of 212,834 shares — an estimated $3.42M sold.

Prospera Financial Services first reported a position in SPH in Q3 2020 and held it in 8 quarters. The position peaked at $3.49M in Q3 2022. 131 funds tracked by Wall St. Rank hold SPH as of Q4 2023.

Prospera Financial Services reported no remaining Suburban Propane Partners position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 212,834 Suburban Propane Partners shares in Q4 2023, an estimated $3.42M.
Prospera Financial Services first reported a position in Suburban Propane Partners in Q3 2020 and held it in 8 quarters.
Prospera Financial Services's Suburban Propane Partners position peaked at $3.49M in Q3 2022.
131 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.