EH
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Employers Holdings’s S&P Global SPGI Stock Holding History

Employers Holdings’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 		$600K Hold
1,700
– – 0.35% 87
2020
Q4 		$559K Hold
1,700
– – 0.34% 90
2020
Q3 		$613K Hold
1,700
– – 0.41% 78
2020
Q2 		$560K Hold
1,700
– – 0.32% 92
2020
Q1 		$417K Hold
1,700
– – 0.29% 99
2019
Q4 		$464K Hold
1,700
– – 0.24% 107
2019
Q3 		$416K Hold
1,700
– – 0.21% 116
2019
Q2 		$387K Buy
+1,700
New +$371K 0.22% 110

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Employers Holdings's SPGI Position: Q1 2021 in Review

Employers Holdings held its S&P Global (SPGI) position steady in Q1 2021 at 1,700 shares worth $600K. The position accounts for 0.35% of the portfolio, ranked #87.

Employers Holdings first reported a position in SPGI in Q2 2019 and has held it in 8 quarters since. The position peaked at $613K in Q3 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Employers Holdings held 1,700 shares of S&P Global worth $600K as of Q1 2021.
  • Employers Holdings left its S&P Global share count unchanged in Q1 2021.
  • S&P Global made up 0.35% of Employers Holdings's portfolio in Q1 2021, its #87 holding.
  • Employers Holdings first reported a position in S&P Global in Q2 2019 and has held it in 8 quarters since.
  • Employers Holdings's S&P Global position peaked at $613K in Q3 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Employers Holdings's 13F filing for Q1 2021, filed 30 Apr 2021.