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

Harvest Group 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
2021 Q1	–	Sell	-182	Closed	-$60K	–	614
2020 Q4	$60K	Buy	182 +21	+13%	+$7.08K	0.04%	96
2020 Q3	$58K	Hold	161	–	–	0.04%	88
2020 Q2	$53K	Hold	161	–	–	0.04%	80
2020 Q1	$39K	Sell	161 -19	-11%	-$5.21K	0.04%	86
2019 Q4	$49K	Sell	180 -2	-1%	-$520	0.04%	78
2019 Q3	$45K	Buy	182 +62	+52%	+$15.5K	0.06%	82
2019 Q2	$27K	Sell	120 -14	-10%	-$3.06K	0.03%	120
2019 Q1	$28K	Buy	+134	New	+$25.9K	0.03%	132

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 $3.38T AUM 44.17% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Harvest Group Wealth Management's SPGI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 182 shares — an estimated $60K sold.

Harvest Group Wealth Management first reported a position in SPGI in Q1 2019 and held it in 8 quarters. The position peaked at $60K in Q4 2020. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

Harvest Group Wealth Management reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 182 S&P Global shares in Q1 2021, an estimated $60K.
Harvest Group Wealth Management first reported a position in S&P Global in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's S&P Global position peaked at $60K in Q4 2020.
1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.