Cypress Wealth Services’s S&P Global SPGI Stock Holding History

Cypress Wealth Services’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 Q3	–	Sell	-12,622	Closed	-$4.16M	–	466
2020 Q2	$4.16M	Sell	12,622 -11	-0.1%	-$3.31K	0.99%	27
2020 Q1	$3.1M	Hold	12,633	–	–	0.91%	32
2019 Q4	$3.45M	Sell	12,633 -113	-0.9%	-$29.4K	0.87%	34
2019 Q3	$3.12M	Buy	12,746 +1	+0%	+$250	0.86%	36
2019 Q2	$2.9M	Buy	12,745 +13	+0.1%	+$2.84K	0.84%	37
2019 Q1	$2.68M	Hold	12,732	–	–	0.85%	35
2018 Q4	$2.16M	Buy	12,732 +12	+0.1%	+$2.15K	0.86%	36
2018 Q3	$2.48M	Buy	12,720 +1	+0%	+$206	0.89%	34
2018 Q2	$2.59M	Buy	12,719 +418	+3%	+$82.6K	0.98%	29
2018 Q1	$2.35M	Hold	12,301	–	–	1%	30
2017 Q4	$2.08M	Buy	+12,301	New	+$2.01M	0.87%	33

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Cypress Wealth Services's SPGI Position: Q3 2020 in Review

Cypress Wealth Services sold out of S&P Global (SPGI) in Q3 2020, closing a stake of 12,622 shares — an estimated $4.16M sold.

Cypress Wealth Services first reported a position in SPGI in Q4 2017 and held it in 11 quarters. The position peaked at $4.16M in Q2 2020. 1,213 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

Cypress Wealth Services reported no remaining S&P Global position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 12,622 S&P Global shares in Q3 2020, an estimated $4.16M.
Cypress Wealth Services first reported a position in S&P Global in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's S&P Global position peaked at $4.16M in Q2 2020.
1,213 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.