SFI
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Susquehanna Fundamental Investments’s Spire SR Stock Holding History

Susquehanna Fundamental Investments’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
2019
Q4 		– Sell
-3,350
Closed -$292K – 349
2019
Q3 		$292K Buy
+3,350
New +$282K 0.04% 277
2019
Q2 		– Sell
-20,589
Closed -$1.69M – 411
2019
Q1 		$1.69M Hold
20,589
– – 0.19% 155
2018
Q4 		$1.52M Hold
20,589
– – 0.27% 125
2018
Q3 		$1.51M Sell
20,589
-7,801
-27% -$577K 0.26% 129
2018
Q2 		$2.01M Buy
+28,390
New +$2M 0.3% 110

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's SR Position: Q4 2019 in Review

Susquehanna Fundamental Investments sold out of Spire (SR) in Q4 2019, closing a stake of 3,350 shares — an estimated $292K sold.

Susquehanna Fundamental Investments first reported a position in SR in Q2 2018 and held it in 5 quarters. The position peaked at $2.01M in Q2 2018. 261 funds tracked by Wall St. Rank hold SR as of Q4 2019.

  • Susquehanna Fundamental Investments reported no remaining Spire position as of Q4 2019 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 3,350 Spire shares in Q4 2019, an estimated $292K.
  • Susquehanna Fundamental Investments first reported a position in Spire in Q2 2018 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Spire position peaked at $2.01M in Q2 2018.
  • 261 funds tracked by Wall St. Rank held Spire as of Q4 2019.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2019, filed 14 Feb 2020.