CAN
SPGI icon

Claraphi Advisory Network’s S&P Global SPGI Stock Holding History

Claraphi Advisory Network’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
Q4 		– Sell
-554
Closed -$200K – 303
2020
Q3 		$200K Sell
554
-187
-25% -$66K 0.07% 226
2020
Q2 		$244K Buy
741
+82
+12% +$24.7K 0.1% 198
2020
Q1 		$161K Buy
+659
New +$181K 0.08% 235
2019
Q3 		– Sell
-907
Closed -$207K – 434
2019
Q2 		$207K Buy
+907
New +$198K 0.12% 213
2019
Q1 		– Sell
-1,998
Closed -$339K – 249
2018
Q4 		$339K Sell
1,998
-1,128
-36% -$202K 0.26% 107
2018
Q3 		$611K Buy
3,126
+1,593
+104% +$329K 0.34% 68
2018
Q2 		$313K Buy
1,533
+239
+18% +$47.2K 0.2% 148
2018
Q1 		$247K Buy
+1,294
New +$239K 0.18% 189

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return