EIM
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Essex Investment Management’s S&P Global SPGI Stock Holding History

Essex Investment 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
Q1 		– Sell
-108
Closed -$29K – 462
2019
Q4 		$29K Hold
108
– – ﹤0.01% 422
2019
Q3 		$26K Hold
108
– – ﹤0.01% 416
2019
Q2 		$25K Hold
108
– – ﹤0.01% 426
2019
Q1 		$23K Sell
108
-525
-83% -$102K ﹤0.01% 428
2018
Q4 		$108K Buy
+633
New +$113K 0.02% 369
2018
Q2 		– Sell
-1,250
Closed -$239K – 425
2018
Q1 		$239K Sell
1,250
-80
-6% -$14.8K 0.03% 333
2017
Q4 		$225K Buy
+1,330
New +$217K 0.03% 340
2016
Q4 		– Sell
-65,687
Closed -$8.31M – 369
2016
Q3 		$8.31M Sell
65,687
-1,780
-3% -$214K 1.34% 14
2016
Q2 		$7.24M Buy
+67,467
New +$7.24M 1.2% 18

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Essex Investment Management's SPGI Position: Q1 2020 in Review

Essex Investment Management sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 108 shares — an estimated $29K sold.

Essex Investment Management first reported a position in SPGI in Q2 2016 and held it in 9 quarters. The position peaked at $8.31M in Q3 2016. 1,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

  • Essex Investment Management reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 108 S&P Global shares in Q1 2020, an estimated $29K.
  • Essex Investment Management first reported a position in S&P Global in Q2 2016 and held it in 9 quarters.
  • Essex Investment Management's S&P Global position peaked at $8.31M in Q3 2016.
  • 1,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.