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IberiaBank’s S&P Global SPGI Stock Holding History

IberiaBank’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 		$5.57M Sell
16,894
-1
-0% -$301 0.66% 53
2020
Q1 		$4.14M Buy
16,895
+67
+0.4% +$18.4K 0.55% 61
2019
Q4 		$4.59M Buy
16,828
+224
+1% +$58.2K 0.48% 65
2019
Q3 		$4.07M Hold
16,604
– – 0.47% 69
2019
Q2 		$3.78M Sell
16,604
-3
-0% -$655 0.42% 71
2019
Q1 		$3.5M Buy
16,607
+1
+0% +$194 0.41% 74
2018
Q4 		$2.82M Sell
16,606
-131
-0.8% -$23.5K 0.37% 81
2018
Q3 		$3.27M Buy
+16,737
New +$3.45M 0.41% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IberiaBank's SPGI Position: Q2 2020 in Review

IberiaBank reduced its S&P Global (SPGI) stake by 0.01% in Q2 2020, selling an estimated $301 and leaving 16,894 shares worth $5.57M. The position accounts for 0.66% of the portfolio, ranked #53.

IberiaBank first reported a position in SPGI in Q3 2018 and has held it in 8 quarters since. 1,180 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • IberiaBank held 16,894 shares of S&P Global worth $5.57M as of Q2 2020.
  • IberiaBank sold 1 S&P Global share in Q2 2020, an estimated $301.
  • S&P Global made up 0.66% of IberiaBank's portfolio in Q2 2020, its #53 holding.
  • IberiaBank first reported a position in S&P Global in Q3 2018 and has held it in 8 quarters since.
  • 1,180 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.