Convergence Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Convergence Investment Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-866	Closed	-$223K	–	249
2020 Q1	$223K	Buy	+866	New	+$264K	0.1%	200

Other funds holding SPY

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Convergence Investment Partners's SPY Position: Q2 2020 in Review

Convergence Investment Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 866 shares — an estimated $223K sold.

Convergence Investment Partners first reported a position in SPY in Q1 2020 and held it in 1 quarter. The position peaked at $223K in Q1 2020. 2,409 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

Convergence Investment Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
Convergence Investment Partners sold 866 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $223K.
Convergence Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 1 quarter.
Convergence Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $223K in Q1 2020.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

Based on Convergence Investment Partners's 13F filing for Q2 2020, filed 30 Jul 2020.