Estate Counselors’s S&P Global SPGI Stock Holding History

Estate Counselors’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 Q4	–	Sell	-1,200	Closed	-$433K	–	139
2020 Q3	$433K	Hold	1,200	–	–	0.07%	102
2020 Q2	$395K	Buy	+1,200	New	+$361K	0.06%	112

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's SPGI Position: Q4 2020 in Review

Estate Counselors sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 1,200 shares — an estimated $433K sold.

Estate Counselors first reported a position in SPGI in Q2 2020 and held it in 2 quarters. The position peaked at $433K in Q3 2020. 1,273 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

Estate Counselors reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
Estate Counselors sold 1,200 S&P Global shares in Q4 2020, an estimated $433K.
Estate Counselors first reported a position in S&P Global in Q2 2020 and held it in 2 quarters.
Estate Counselors's S&P Global position peaked at $433K in Q3 2020.
1,273 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Estate Counselors's 13F filing for Q4 2020, filed 11 Feb 2021.