Ayalon Insurance Company’s S&P Global SPGI Stock Holding History

Ayalon Insurance Company’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
2023 Q2	–	Sell	-62	Closed	-$21K	–	107
2023 Q1	$21K	Hold	62	–	–	0.01%	95
2022 Q4	$21K	Hold	62	–	–	0.01%	96
2022 Q3	$19K	Hold	62	–	–	0.01%	101
2022 Q2	$21K	Hold	62	–	–	0.01%	95
2022 Q1	$25K	Hold	62	–	–	0.01%	129
2021 Q4	$29K	Hold	62	–	–	0.01%	125
2021 Q3	$27K	Buy	62 +10	+19%	+$4.33K	0.01%	127
2021 Q2	$21K	Hold	52	–	–	0.01%	159
2021 Q1	$19K	Sell	52 -2,945	-98%	-$980K	0.01%	150
2020 Q4	$985K	Sell	2,997 -865	-22%	-$292K	0.45%	55
2020 Q3	$1.39M	Sell	3,862 -338	-8%	-$119K	0.76%	37
2020 Q2	$1.41M	Sell	4,200 -560	-12%	-$168K	0.82%	40
2020 Q1	$1.11M	Buy	+4,760	New	+$1.31M	0.83%	38

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ayalon Insurance Company's SPGI Position: Q2 2023 in Review

Ayalon Insurance Company sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 62 shares — an estimated $21K sold.

Ayalon Insurance Company first reported a position in SPGI in Q1 2020 and held it in 13 quarters. The position peaked at $1.41M in Q2 2020. 1,622 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Ayalon Insurance Company reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
Ayalon Insurance Company sold 62 S&P Global shares in Q2 2023, an estimated $21K.
Ayalon Insurance Company first reported a position in S&P Global in Q1 2020 and held it in 13 quarters.
Ayalon Insurance Company's S&P Global position peaked at $1.41M in Q2 2020.
1,622 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.