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Roffman Miller Associates’s Suburban Propane Partners SPH Stock Holding History

Roffman Miller Associates’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 		– Sell
-100
Closed -$1.48K – 147
2023
Q2 		$1.48K Buy
+100
New +$1.51K ﹤0.01% 148

Other funds holding SPH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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 $67.7B AUM 51.91% 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

Roffman Miller Associates's SPH Position: Q3 2023 in Review

Roffman Miller Associates sold out of Suburban Propane Partners (SPH) in Q3 2023, closing a stake of 100 shares — an estimated $1.48K sold.

Roffman Miller Associates first reported a position in SPH in Q2 2023 and held it in 1 quarter. The position peaked at $1.48K in Q2 2023. 136 funds tracked by Wall St. Rank hold SPH as of Q3 2023.

  • Roffman Miller Associates reported no remaining Suburban Propane Partners position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 100 Suburban Propane Partners shares in Q3 2023, an estimated $1.48K.
  • Roffman Miller Associates first reported a position in Suburban Propane Partners in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's Suburban Propane Partners position peaked at $1.48K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.