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Simplicity Wealth’s Suburban Propane Partners SPH Stock Holding History

Simplicity Wealth’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
2024
Q4 		– Sell
-22,963
Closed -$412K – 485
2024
Q3 		$412K Buy
22,963
+936
+4% +$16.9K 0.04% 333
2024
Q2 		$418K Buy
+22,027
New +$434K 0.01% 828

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Simplicity Wealth's SPH Position: Q4 2024 in Review

Simplicity Wealth sold out of Suburban Propane Partners (SPH) in Q4 2024, closing a stake of 22,963 shares — an estimated $412K sold.

Simplicity Wealth first reported a position in SPH in Q2 2024 and held it in 2 quarters. The position peaked at $418K in Q2 2024. 149 funds tracked by Wall St. Rank hold SPH as of Q4 2024.

  • Simplicity Wealth reported no remaining Suburban Propane Partners position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 22,963 Suburban Propane Partners shares in Q4 2024, an estimated $412K.
  • Simplicity Wealth first reported a position in Suburban Propane Partners in Q2 2024 and held it in 2 quarters.
  • Simplicity Wealth's Suburban Propane Partners position peaked at $418K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.