WCM
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Weld Capital Management’s Spire SR Stock Holding History

Weld Capital Management’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
-8,948
Closed -$476K – 670
2020
Q3 		$476K Buy
+8,948
New +$534K 0.19% 196
2019
Q4 		– Sell
-3,360
Closed -$293K – 912
2019
Q3 		$293K Buy
+3,360
New +$283K 0.05% 572
2019
Q1 		– Sell
-4,891
Closed -$362K – 861
2018
Q4 		$362K Buy
+4,891
New +$370K 0.08% 445

Other funds holding SR

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American Century Companies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Weld Capital Management's SR Position: Q4 2020 in Review

Weld Capital Management sold out of Spire (SR) in Q4 2020, closing a stake of 8,948 shares — an estimated $476K sold.

Weld Capital Management first reported a position in SR in Q4 2018 and held it in 3 quarters. The position peaked at $476K in Q3 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

  • Weld Capital Management reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 8,948 Spire shares in Q4 2020, an estimated $476K.
  • Weld Capital Management first reported a position in Spire in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Spire position peaked at $476K in Q3 2020.
  • 273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.