EWM
SPGI icon

Executive Wealth Management’s S&P Global SPGI Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-211
Closed -$48K – 687
2019
Q2 		$48K Buy
211
+1
+0.5% +$218 0.01% 301
2019
Q1 		$44K Hold
210
– – 0.01% 288
2018
Q4 		$36K Buy
+210
New +$37.6K 0.01% 333

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Executive Wealth Management's SPGI Position: Q3 2019 in Review

Executive Wealth Management sold out of S&P Global (SPGI) in Q3 2019, closing a stake of 211 shares — an estimated $48K sold.

Executive Wealth Management first reported a position in SPGI in Q4 2018 and held it in 3 quarters. The position peaked at $48K in Q2 2019. 1,000 funds tracked by Wall St. Rank hold SPGI as of Q3 2019.

  • Executive Wealth Management reported no remaining S&P Global position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 211 S&P Global shares in Q3 2019, an estimated $48K.
  • Executive Wealth Management first reported a position in S&P Global in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's S&P Global position peaked at $48K in Q2 2019.
  • 1,000 funds tracked by Wall St. Rank held S&P Global as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.