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Aurora Investment Counsel’s S&P Global SPGI Stock Holding History

Aurora Investment Counsel’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
-1,340
Closed -$366K – 131
2019
Q4 		$366K Sell
1,340
-482
-26% -$125K 0.27% 113
2019
Q3 		$446K Sell
1,822
-5,618
-76% -$1.4M 0.22% 119
2019
Q2 		$1.82M Buy
7,440
+76
+1% +$16.6K 0.87% 55
2019
Q1 		$1.55M Buy
+7,364
New +$1.43M 0.77% 75
2018
Q3 		– Sell
-1,475
Closed -$301K – 124
2018
Q2 		$301K Sell
1,475
-5,277
-78% -$1.04M 0.15% 113
2018
Q1 		$1.29M Sell
6,752
-5,215
-44% -$963K 0.65% 88
2017
Q4 		$2.03M Buy
+11,967
New +$1.95M 1.01% 49

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aurora Investment Counsel's SPGI Position: Q1 2020 in Review

Aurora Investment Counsel sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 1,340 shares — an estimated $366K sold.

Aurora Investment Counsel first reported a position in SPGI in Q4 2017 and held it in 7 quarters. The position peaked at $2.03M in Q4 2017. 1,116 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

  • Aurora Investment Counsel reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
  • Aurora Investment Counsel sold 1,340 S&P Global shares in Q1 2020, an estimated $366K.
  • Aurora Investment Counsel first reported a position in S&P Global in Q4 2017 and held it in 7 quarters.
  • Aurora Investment Counsel's S&P Global position peaked at $2.03M in Q4 2017.
  • 1,116 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Aurora Investment Counsel's 13F filing for Q1 2020, filed 21 Apr 2020.