First Business Financial Services’s S&P Global SPGI Stock Holding History

First Business Financial Services’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 Q2	–	Sell	-3,048	Closed	-$747K	–	125
2020 Q1	$747K	Sell	3,048 -74	-2%	-$20.3K	0.15%	35
2019 Q4	$852K	Sell	3,122 -18	-0.6%	-$4.68K	0.13%	44
2019 Q3	$769K	Hold	3,140	–	–	0.13%	46
2019 Q2	$715K	Hold	3,140	–	–	0.12%	48
2019 Q1	$661K	Sell	3,140 -73	-2%	-$14.1K	0.12%	51
2018 Q4	$546K	Sell	3,213 -761	-19%	-$136K	0.09%	82
2018 Q3	$776K	Hold	3,974	–	–	0.12%	56
2018 Q2	$810K	Sell	3,974 -111	-3%	-$21.9K	0.15%	32
2018 Q1	$780K	Buy	+4,085	New	+$754K	0.14%	31

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Business Financial Services's SPGI Position: Q2 2020 in Review

First Business Financial Services sold out of S&P Global (SPGI) in Q2 2020, closing a stake of 3,048 shares — an estimated $747K sold.

First Business Financial Services first reported a position in SPGI in Q1 2018 and held it in 9 quarters. The position peaked at $852K in Q4 2019. 1,180 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

First Business Financial Services reported no remaining S&P Global position as of Q2 2020 after selling out during the quarter.
First Business Financial Services sold 3,048 S&P Global shares in Q2 2020, an estimated $747K.
First Business Financial Services first reported a position in S&P Global in Q1 2018 and held it in 9 quarters.
First Business Financial Services's S&P Global position peaked at $852K in Q4 2019.
1,180 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on First Business Financial Services's 13F filing for Q2 2020, filed 12 Aug 2020.