British Steel Pension Fund’s S&P Global SPGI Stock Holding History

British Steel Pension Fund’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	-863	Closed	-$236K	–	147
2019 Q4	$236K	Hold	863	–	–	0.04%	71
2019 Q3	$211K	Sell	863 -606	-41%	-$151K	0.04%	73
2019 Q2	$335K	Sell	1,469 -1,606	-52%	-$351K	0.05%	79
2019 Q1	$647K	Sell	3,075 -325	-10%	-$62.9K	0.11%	76
2018 Q4	$664K	Buy	+3,400	New	+$609K	0.11%	90
2018 Q2	$1.03M	Sell	5,078 -6,383	-56%	-$1.26M	0.17%	78
2018 Q1	$1.94M	Hold	11,461	–	–	0.23%	97
2017 Q4	$1.94M	Hold	11,461	–	–	0.23%	97
2017 Q3	$1.79M	Sell	11,461 -2,845	-20%	-$432K	0.22%	95
2017 Q2	$2.09M	Hold	14,306	–	–	0.23%	99
2017 Q1	$1.87M	Sell	14,306 -1,162	-8%	-$144K	0.21%	106
2016 Q4	$1.66M	Hold	15,468	–	–	0.21%	119
2016 Q3	$1.96M	Hold	15,468	–	–	0.25%	96
2016 Q2	$1.66M	Buy	+15,468	New	+$1.66M	0.23%	95

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

British Steel Pension Fund's SPGI Position: Q1 2020 in Review

British Steel Pension Fund sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 863 shares — an estimated $236K sold.

British Steel Pension Fund first reported a position in SPGI in Q2 2016 and held it in 14 quarters. The position peaked at $2.09M in Q2 2017. 1,116 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

British Steel Pension Fund reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 863 S&P Global shares in Q1 2020, an estimated $236K.
British Steel Pension Fund first reported a position in S&P Global in Q2 2016 and held it in 14 quarters.
British Steel Pension Fund's S&P Global position peaked at $2.09M in Q2 2017.
1,116 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.