FMT
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First Mercantile Trust’s S&P Global SPGI Stock Holding History

First Mercantile Trust’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
Q3 		$123K Sell
290
-360
-55% -$156K 0.02% 589
2021
Q2 		$267K Sell
650
-60
-8% -$23.1K 0.03% 326
2021
Q1 		$251K Sell
710
-50
-7% -$16.6K 0.03% 351
2020
Q4 		$250K Buy
760
+250
+49% +$84.3K 0.03% 345
2020
Q3 		$177K Sell
510
-80
-14% -$28.2K 0.02% 462
2020
Q2 		$194K Buy
+590
New +$177K 0.02% 416
2020
Q1 		– Sell
-728
Closed -$199K – 897
2019
Q4 		$199K Sell
728
-98
-12% -$25.5K 0.02% 461
2019
Q3 		$202K Sell
826
-201
-20% -$50.2K 0.02% 476
2019
Q2 		$234K Buy
1,027
+246
+31% +$53.7K 0.02% 391
2019
Q1 		$164K Buy
781
+52
+7% +$10.1K 0.04% 526
2018
Q4 		$124K Sell
729
-174
-19% -$31.2K 0.03% 581
2018
Q3 		$176K Buy
903
+55
+6% +$11.4K 0.03% 546
2018
Q2 		$173K Buy
848
+334
+65% +$66K 0.03% 551
2018
Q1 		$98K Buy
+514
New +$94.9K 0.02% 685
2017
Q2 		– Sell
-675
Closed -$88K – 854
2017
Q1 		$88K Sell
675
-50
-7% -$6.22K 0.01% 759
2016
Q4 		$78K Hold
725
– – 0.01% 776
2016
Q3 		$92K Hold
725
– – 0.01% 737
2016
Q2 		$78K Buy
+725
New +$77.8K 0.01% 789

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return