Amtrust Financial Services’s S&P Global SPGI Stock Holding History

Amtrust Financial Services’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 Q1	–	Sell	-1,500	Closed	-$410K	–	56
2019 Q4	$410K	Sell	1,500 -3,000	-67%	-$779K	0.41%	38
2019 Q3	$1.1M	Buy	+4,500	New	+$1.12M	1.33%	18
2018 Q3	–	Sell	-12,300	Closed	-$2.51M	–	62
2018 Q2	$2.51M	Sell	12,300 -9,000	-42%	-$1.78M	1.78%	13
2018 Q1	$4.07M	Buy	21,300 +16,000	+302%	+$2.95M	2.62%	10
2017 Q4	$898K	Hold	5,300	–	–	0.41%	49
2017 Q3	$828K	Hold	5,300	–	–	0.44%	41
2017 Q2	$774K	Hold	5,300	–	–	0.43%	39
2017 Q1	$693K	Hold	5,300	–	–	0.14%	78
2016 Q4	$570K	Buy	+5,300	New	+$633K	0.12%	78

Other funds holding SPGI

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amtrust Financial Services's SPGI Position: Q1 2020 in Review

Amtrust Financial Services sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 1,500 shares — an estimated $410K sold.

Amtrust Financial Services first reported a position in SPGI in Q4 2016 and held it in 9 quarters. The position peaked at $4.07M in Q1 2018. 1,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

Amtrust Financial Services reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
Amtrust Financial Services sold 1,500 S&P Global shares in Q1 2020, an estimated $410K.
Amtrust Financial Services first reported a position in S&P Global in Q4 2016 and held it in 9 quarters.
Amtrust Financial Services's S&P Global position peaked at $4.07M in Q1 2018.
1,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Amtrust Financial Services's 13F filing for Q1 2020, filed 14 May 2020.