Schroder Investment Management Group’s Spire SR Stock Holding History

Schroder Investment Management Group’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
2024 Q2	–	Sell	-13,367	Closed	-$820K	–	1259
2024 Q1	$820K	Buy	13,367 +4,582	+52%	+$274K	﹤0.01%	1051
2023 Q4	$550K	Buy	+8,785	New	+$524K	﹤0.01%	1080
2014 Q2	–	Sell	-255,600	Closed	-$12.1M	–	1437
2014 Q1	$12.1M	Sell	255,600 -263,000	-51%	-$11.9M	0.01%	587
2013 Q4	$23.6M	Sell	518,600 -71,300	-12%	-$3.28M	0.03%	430
2013 Q3	$26.5M	Buy	589,900 +316,700	+116%	+$14.3M	0.06%	353
2013 Q2	$12.5M	Buy	+273,200	New	+$12.4M	0.03%	538

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group's SR Position: Q2 2024 in Review

Schroder Investment Management Group sold out of Spire (SR) in Q2 2024, closing a stake of 13,367 shares — an estimated $820K sold.

Schroder Investment Management Group first reported a position in SR in Q2 2013 and held it in 6 quarters. The position peaked at $26.5M in Q3 2013. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.

Schroder Investment Management Group reported no remaining Spire position as of Q2 2024 after selling out during the quarter.
Schroder Investment Management Group sold 13,367 Spire shares in Q2 2024, an estimated $820K.
Schroder Investment Management Group first reported a position in Spire in Q2 2013 and held it in 6 quarters.
Schroder Investment Management Group's Spire position peaked at $26.5M in Q3 2013.
293 funds tracked by Wall St. Rank held Spire as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.