AG
SPGI icon

Advisor Group’s S&P Global SPGI Stock Holding History

Advisor Group’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
2019
Q4 		$3.74M Buy
13,694
+124
+0.9% +$32.2K 0.03% 521
2019
Q3 		$3.33M Buy
13,570
+169
+1% +$42.2K 0.02% 564
2019
Q2 		$3.06M Buy
13,401
+287
+2% +$62.7K 0.02% 584
2019
Q1 		$2.76M Sell
13,114
-2,329
-15% -$451K 0.02% 590
2018
Q4 		$2.63M Buy
15,443
+2,925
+23% +$524K 0.03% 522
2018
Q3 		$2.44M Buy
12,518
+4,813
+62% +$993K 0.02% 572
2018
Q2 		$1.57M Buy
7,705
+3,578
+87% +$707K 0.02% 646
2018
Q1 		$788K Buy
4,127
+1,726
+72% +$319K 0.01% 1009
2017
Q4 		$406K Buy
2,401
+278
+13% +$45.4K 0.01% 1458
2017
Q3 		$331K Buy
2,123
+341
+19% +$51.8K 0.01% 1466
2017
Q2 		$260K Buy
1,782
+72
+4% +$10K ﹤0.01% 1593
2017
Q1 		$224K Sell
1,710
-1,384
-45% -$172K ﹤0.01% 1572
2016
Q4 		$333K Sell
3,094
-205
-6% -$24.5K 0.01% 1246
2016
Q3 		$417K Buy
3,299
+1,482
+82% +$178K 0.01% 1072
2016
Q2 		$192K Buy
+1,817
New +$195K 0.01% 1494

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return