West Branch Capital’s Spirit AeroSystems SPR Stock Holding History

West Branch Capital’s Portfolio SPR Stock Details SPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$66	–	610
2024 Q3	$66	Buy	+2	New	+$69	﹤0.01%	567
2019 Q3	–	Sell	-4,019	Closed	-$327K	–	103
2019 Q2	$327K	Sell	4,019 -1,625	-29%	-$137K	0.27%	67
2019 Q1	$517K	Sell	5,644 -1,252	-18%	-$111K	0.46%	50
2018 Q4	$497K	Sell	6,896 -2,903	-30%	-$235K	0.52%	49
2018 Q3	$898K	Buy	9,799 +163	+2%	+$14.3K	0.67%	46
2018 Q2	$828K	Buy	9,636 +4,519	+88%	+$380K	0.65%	47
2018 Q1	$428K	Buy	+5,117	New	+$468K	0.47%	44

Other funds holding SPR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

West Branch Capital's SPR Position: Q4 2024 in Review

West Branch Capital sold out of Spirit AeroSystems (SPR) in Q4 2024, closing a stake of 2 shares — an estimated $66 sold.

West Branch Capital first reported a position in SPR in Q1 2018 and held it in 7 quarters. The position peaked at $898K in Q3 2018. 274 funds tracked by Wall St. Rank hold SPR as of Q4 2024.

West Branch Capital reported no remaining Spirit AeroSystems position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 2 Spirit AeroSystems shares in Q4 2024, an estimated $66.
West Branch Capital first reported a position in Spirit AeroSystems in Q1 2018 and held it in 7 quarters.
West Branch Capital's Spirit AeroSystems position peaked at $898K in Q3 2018.
274 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.