ZIM
SP

Zacks Investment Management’s SP Plus Corporation SP Stock Holding History

Zacks Investment Management’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,971
Closed -$216K – 694
2023
Q3 		$216K Buy
+5,971
New +$231K ﹤0.01% 565
2023
Q1 		– Sell
-9,571
Closed -$332K – 712
2022
Q4 		$332K Sell
9,571
-1,205
-11% -$41.6K ﹤0.01% 493
2022
Q3 		$338K Sell
10,776
-210
-2% -$6.94K 0.01% 472
2022
Q2 		$337K Buy
+10,986
New +$332K 0.01% 475
2020
Q2 		– Sell
-41,766
Closed -$867K – 597
2020
Q1 		$867K Sell
41,766
-6,154
-13% -$225K 0.02% 318
2019
Q4 		$2.03M Sell
47,920
-11,396
-19% -$479K 0.04% 263
2019
Q3 		$2.19M Sell
59,316
-9,085
-13% -$317K 0.04% 237
2019
Q2 		$2.18M Sell
68,401
-4,824
-7% -$159K 0.04% 251
2019
Q1 		$2.5M Sell
73,225
-6,444
-8% -$218K 0.05% 223
2018
Q4 		$2.35M Sell
79,669
-3,467
-4% -$107K 0.06% 200
2018
Q3 		$3.03M Sell
83,136
-2,643
-3% -$102K 0.06% 205
2018
Q2 		$3.19M Buy
85,779
+3,632
+4% +$133K 0.07% 196
2018
Q1 		$2.92M Buy
82,147
+34,720
+73% +$1.3M 0.06% 207
2017
Q4 		$1.76M Buy
47,427
+41,518
+703% +$1.61M 0.04% 295
2017
Q3 		$233K Sell
5,909
-3,936
-40% -$138K 0.01% 496
2017
Q2 		$301K Buy
+9,845
New +$306K 0.01% 487
2017
Q1 		– Sell
-8,658
Closed -$244K – 748
2016
Q4 		$244K Hold
8,658
– – 0.01% 551
2016
Q3 		$221K Buy
+8,658
New +$215K 0.01% 568

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's SP Position: Q4 2023 in Review

Zacks Investment Management sold out of SP Plus Corporation (SP) in Q4 2023, closing a stake of 5,971 shares — an estimated $216K sold.

Zacks Investment Management first reported a position in SP in Q3 2016 and held it in 18 quarters. The position peaked at $3.19M in Q2 2018. 189 funds tracked by Wall St. Rank hold SP as of Q4 2023.

  • Zacks Investment Management reported no remaining SP Plus Corporation position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 5,971 SP Plus Corporation shares in Q4 2023, an estimated $216K.
  • Zacks Investment Management first reported a position in SP Plus Corporation in Q3 2016 and held it in 18 quarters.
  • Zacks Investment Management's SP Plus Corporation position peaked at $3.19M in Q2 2018.
  • 189 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.