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

Aperio 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
2020
Q4 		$82.2M Sell
250,132
-12,810
-5% -$4.32M 0.24% 68
2020
Q3 		$94.8M Buy
262,942
+9,585
+4% +$3.38M 0.32% 54
2020
Q2 		$83.5M Buy
253,357
+37,888
+18% +$11.4M 0.31% 53
2020
Q1 		$52.8M Buy
215,469
+25,278
+13% +$6.93M 0.23% 73
2019
Q4 		$51.9M Buy
190,191
+7,168
+4% +$1.86M 0.19% 109
2019
Q3 		$44.8M Buy
183,023
+5,205
+3% +$1.3M 0.18% 121
2019
Q2 		$40.5M Buy
177,818
+1,838
+1% +$401K 0.17% 126
2019
Q1 		$37.1M Buy
175,980
+9,865
+6% +$1.91M 0.16% 138
2018
Q4 		$28.2M Sell
166,115
-5,591
-3% -$1M 0.14% 155
2018
Q3 		$33.5M Buy
171,706
+1,940
+1% +$400K 0.15% 153
2018
Q2 		$34.6M Buy
169,766
+6,903
+4% +$1.36M 0.17% 139
2018
Q1 		$31.1M Buy
162,863
+8,877
+6% +$1.64M 0.15% 153
2017
Q4 		$26.1M Buy
153,986
+7,067
+5% +$1.15M 0.13% 178
2017
Q3 		$23M Buy
146,919
+16,205
+12% +$2.46M 0.13% 187
2017
Q2 		$19.1M Buy
130,714
+16,713
+15% +$2.32M 0.12% 210
2017
Q1 		$14.9M Buy
114,001
+3,457
+3% +$430K 0.1% 230
2016
Q4 		$11.9M Sell
110,544
-15,447
-12% -$1.85M 0.09% 255
2016
Q3 		$15.9M Buy
125,991
+6,448
+5% +$774K 0.12% 212
2016
Q2 		$12.8M Buy
+119,543
New +$12.8M 0.1% 238

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's SPGI Position: Q4 2020 in Review

Aperio Group reduced its S&P Global (SPGI) stake by 4.9% in Q4 2020, selling an estimated $4.32M and leaving 250,132 shares worth $82.2M. The position accounts for 0.24% of the portfolio, ranked #68.

Aperio Group first reported a position in SPGI in Q2 2016 and has held it in 19 quarters since. The position peaked at $94.8M in Q3 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Aperio Group held 250,132 shares of S&P Global worth $82.2M as of Q4 2020.
  • Aperio Group sold 12,810 S&P Global shares in Q4 2020, an estimated $4.32M.
  • S&P Global made up 0.24% of Aperio Group's portfolio in Q4 2020, its #68 holding.
  • Aperio Group first reported a position in S&P Global in Q2 2016 and has held it in 19 quarters since.
  • Aperio Group's S&P Global position peaked at $94.8M in Q3 2020.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.