Cox Capital Management’s S&P Global SPGI Stock Holding History

Cox Capital Management’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 Q2	–	Sell	-75	Closed	-$20K	–	171
2020 Q1	$20K	Buy	+75	New	+$20.6K	0.02%	127

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cox Capital Management's SPGI Position: Q2 2020 in Review

Cox Capital Management sold out of S&P Global (SPGI) in Q2 2020, closing a stake of 75 shares — an estimated $20K sold.

Cox Capital Management first reported a position in SPGI in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 1,180 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

Cox Capital Management reported no remaining S&P Global position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 75 S&P Global shares in Q2 2020, an estimated $20K.
Cox Capital Management first reported a position in S&P Global in Q1 2020 and held it in 1 quarter.
Cox Capital Management's S&P Global position peaked at $20K in Q1 2020.
1,180 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.