CSat Investment Advisory’s S&P Global SPGI Stock Holding History

CSat Investment Advisory’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 Q1	$10K	Buy	27 +11	+69%	+$3.66K	0.01%	454
2020 Q4	$5K	Sell	16 -700	-98%	-$236K	﹤0.01%	483
2020 Q3	$258K	Buy	716 +60	+9%	+$21.2K	0.02%	234
2020 Q2	$217K	Buy	656 +85	+15%	+$25.6K	0.03%	294
2020 Q1	$140K	Buy	571 +71	+14%	+$19.5K	0.03%	291
2019 Q4	$137K	Buy	500 +68	+16%	+$17.7K	0.04%	295
2019 Q3	$106K	Buy	432 +47	+12%	+$11.7K	0.03%	306
2019 Q2	$87K	Buy	385 +355	+1,183%	+$77.5K	0.03%	324
2019 Q1	$6K	Hold	30	–	–	﹤0.01%	490
2018 Q4	$5K	Buy	30 +10	+50%	+$1.79K	﹤0.01%	490
2018 Q3	$4K	Buy	20 +4	+25%	+$826	﹤0.01%	491
2018 Q2	$3K	Buy	+16	New	+$3.16K	﹤0.01%	511

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's SPGI Position: Q1 2021 in Review

CSat Investment Advisory increased its S&P Global (SPGI) stake by 69% in Q1 2021, buying an estimated $3.66K and bringing the position to 27 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #454.

CSat Investment Advisory first reported a position in SPGI in Q2 2018 and has held it in 12 quarters since. The position peaked at $258K in Q3 2020. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

CSat Investment Advisory held 27 shares of S&P Global worth $10K as of Q1 2021.
CSat Investment Advisory bought 11 S&P Global shares in Q1 2021, an estimated $3.66K.
S&P Global made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #454 holding.
CSat Investment Advisory first reported a position in S&P Global in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's S&P Global position peaked at $258K in Q3 2020.
1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.