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Bel Air Investment Advisors’s S&P Global SPGI Stock Holding History

Bel Air Investment Advisors’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
Q2 		$211K Sell
515
-23,918
-98% -$9.19M 0.01% 362
2021
Q1 		$8.62M Buy
+24,433
New +$8.13M 0.27% 58

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bel Air Investment Advisors's SPGI Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its S&P Global (SPGI) stake by 98% in Q2 2021, selling an estimated $9.19M and leaving 515 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #362.

Bel Air Investment Advisors first reported a position in SPGI in Q1 2021 and has held it in 2 quarters since. The position peaked at $8.62M in Q1 2021. 1,356 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • Bel Air Investment Advisors held 515 shares of S&P Global worth $211K as of Q2 2021.
  • Bel Air Investment Advisors sold 23,918 S&P Global shares in Q2 2021, an estimated $9.19M.
  • S&P Global made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #362 holding.
  • Bel Air Investment Advisors first reported a position in S&P Global in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's S&P Global position peaked at $8.62M in Q1 2021.
  • 1,356 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.