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1834 Investment Advisors’s S&P Global SPGI Stock Holding History

1834 Investment Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8
Closed -$3K – 465
2020
Q2 		$3K Buy
+8
New +$2.41K ﹤0.01% 411
2018
Q1 		– Sell
-800
Closed -$136K – 473
2017
Q4 		$136K Buy
+800
New +$131K 0.02% 210

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

1834 Investment Advisors's SPGI Position: Q3 2020 in Review

1834 Investment Advisors sold out of S&P Global (SPGI) in Q3 2020, closing a stake of 8 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in SPGI in Q4 2017 and held it in 2 quarters. The position peaked at $136K in Q4 2017. 1,213 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

  • 1834 Investment Advisors reported no remaining S&P Global position as of Q3 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 8 S&P Global shares in Q3 2020, an estimated $3K.
  • 1834 Investment Advisors first reported a position in S&P Global in Q4 2017 and held it in 2 quarters.
  • 1834 Investment Advisors's S&P Global position peaked at $136K in Q4 2017.
  • 1,213 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.