HGWM
SPGI icon

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 – 619
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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return