HCM
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Harvest Capital Management’s S&P Global SPGI Stock Holding History

Harvest Capital 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
Q2 		$205K Buy
+900
New +$197K 0.06% 101
2018
Q4 		– Sell
-1,100
Closed -$215K – 100
2018
Q3 		$215K Sell
1,100
-500
-31% -$103K 0.07% 98
2018
Q2 		$326K Buy
+1,600
New +$316K 0.11% 75

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Harvest Capital Management's SPGI Position: Q2 2019 in Review

Harvest Capital Management opened a new position in S&P Global (SPGI) in Q2 2019: 900 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings. This is a return to the name: Harvest Capital Management previously reported a position in SPGI as recently as Q3 2018.

Harvest Capital Management first reported a position in SPGI in Q2 2018 and has held it in 3 quarters since. The position peaked at $326K in Q2 2018. 963 funds tracked by Wall St. Rank hold SPGI as of Q2 2019.

  • Harvest Capital Management held 900 shares of S&P Global worth $205K as of Q2 2019.
  • S&P Global was a new Harvest Capital Management position in Q2 2019.
  • S&P Global made up 0.06% of Harvest Capital Management's portfolio in Q2 2019, its #101 holding.
  • Harvest Capital Management first reported a position in S&P Global in Q2 2018 and has held it in 3 quarters since.
  • Harvest Capital Management's S&P Global position peaked at $326K in Q2 2018.
  • 963 funds tracked by Wall St. Rank held S&P Global as of Q2 2019.

Based on Harvest Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.