Summit X LLC’s Spire SR Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-1,992	Closed	-$319	–	405
2020 Q3	$319	Buy	+1,992	New	+$119K	0.01%	357

Other funds holding SR

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Summit X LLC's SR Position: Q4 2020 in Review

Summit X LLC sold out of Spire (SR) in Q4 2020, closing a stake of 1,992 shares — an estimated $319 sold.

Summit X LLC first reported a position in SR in Q3 2020 and held it in 1 quarter. The position peaked at $319 in Q3 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

Summit X LLC reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 1,992 Spire shares in Q4 2020, an estimated $319.
Summit X LLC first reported a position in Spire in Q3 2020 and held it in 1 quarter.
Summit X LLC's Spire position peaked at $319 in Q3 2020.
273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.