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Beacon Capital Management Inc (Ohio)’s S&P Global SPGI Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2021
Q1 		– Sell
-11
Closed -$4K – 75
2020
Q4 		$4K Hold
11
– – ﹤0.01% 55
2020
Q3 		$4K Buy
+11
New +$3.88K ﹤0.01% 60

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Beacon Capital Management Inc (Ohio)'s SPGI Position: Q1 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 11 shares — an estimated $4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SPGI in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 11 S&P Global shares in Q1 2021, an estimated $4K.
  • Beacon Capital Management Inc (Ohio) first reported a position in S&P Global in Q3 2020 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s S&P Global position peaked at $4K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2021, filed 14 Apr 2021.