Westside Investment Management’s Sphere Entertainment SPHR Stock Holding History

Westside Investment Management’s Portfolio SPHR Stock Details SPHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-276	Closed	-$9.37K	–	910
2023 Q4	$9.37K	Sell	276 -80	-22%	-$2.78K	﹤0.01%	603
2023 Q3	$13.2K	Hold	356	–	–	﹤0.01%	540
2023 Q2	$9.75K	Sell	356 -416	-54%	-$13.8K	﹤0.01%	594
2023 Q1	$45.6K	Hold	772	–	–	0.01%	365
2022 Q4	$34	Hold	772	–	–	﹤0.01%	458
2022 Q3	$34	Hold	772	–	–	﹤0.01%	445
2022 Q2	$40	Hold	772	–	–	﹤0.01%	427
2022 Q1	$64	Hold	772	–	–	﹤0.01%	397
2021 Q4	$54	Hold	772	–	–	﹤0.01%	393
2021 Q3	$56	Buy	772 +53	+7%	+$3.97K	﹤0.01%	383
2021 Q2	$60	Hold	719	–	–	﹤0.01%	370
2021 Q1	$58	Hold	719	–	–	﹤0.01%	362
2020 Q4	$75	Hold	719	–	–	﹤0.01%	312
2020 Q3	$49	Hold	719	–	–	﹤0.01%	346
2020 Q2	$53	Buy	+719	New	+$55.3K	﹤0.01%	321

Other funds holding SPHR

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balyasny Asset Management

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Walleye Capital

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return