Stephens Inc’s SpartanNash SPTN Stock Holding History

Stephens Inc’s Portfolio SPTN Stock Details SPTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-30,054	Closed	-$674K	–	1339
2024 Q3	$674K	Buy	30,054 +3,882	+15%	+$80.1K	0.01%	725
2024 Q2	$491K	Buy	26,172 +2,471	+10%	+$48.2K	0.01%	804
2024 Q1	$479K	Buy	+23,701	New	+$511K	0.01%	827

Other funds holding SPTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Stephens Inc's SPTN Position: Q4 2024 in Review

Stephens Inc sold out of SpartanNash (SPTN) in Q4 2024, closing a stake of 30,054 shares — an estimated $674K sold.

Stephens Inc first reported a position in SPTN in Q1 2024 and held it in 3 quarters. The position peaked at $674K in Q3 2024. 201 funds tracked by Wall St. Rank hold SPTN as of Q4 2024.

Stephens Inc reported no remaining SpartanNash position as of Q4 2024 after selling out during the quarter.
Stephens Inc sold 30,054 SpartanNash shares in Q4 2024, an estimated $674K.
Stephens Inc first reported a position in SpartanNash in Q1 2024 and held it in 3 quarters.
Stephens Inc's SpartanNash position peaked at $674K in Q3 2024.
201 funds tracked by Wall St. Rank held SpartanNash as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.