EWA
SPGI icon

Evolution Wealth Advisors’s S&P Global SPGI Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-53
Closed -$23K – 555
2021
Q3 		$23K Hold
53
– – ﹤0.01% 300
2021
Q2 		$22K Hold
53
– – ﹤0.01% 293
2021
Q1 		$19K Sell
53
-39
-42% -$13K ﹤0.01% 306
2020
Q4 		$30K Buy
92
+39
+74% +$13.2K 0.01% 222
2020
Q3 		$19K Hold
53
– – 0.01% 274
2020
Q2 		$17K Buy
+53
New +$15.9K 0.01% 225
2020
Q1 		– Sell
-165
Closed -$45K – 606
2019
Q4 		$45K Buy
165
+134
+432% +$34.8K 0.01% 159
2019
Q3 		$8K Hold
31
– – ﹤0.01% 216
2019
Q2 		$7K Buy
+31
New +$6.77K ﹤0.01% 218

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return