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Intrua Financial’s S&P Global SPGI Stock Holding History

Intrua Financial’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
2022
Q3 		– Sell
-1,447
Closed -$488K – 354
2022
Q2 		$488K Sell
1,447
-349
-19% -$124K 0.1% 209
2022
Q1 		$737K Buy
1,796
+311
+21% +$127K 0.13% 163
2021
Q4 		$701K Buy
1,485
+6
+0.4% +$2.75K 0.12% 168
2021
Q3 		$684K Buy
1,479
+163
+12% +$70.6K 0.13% 172
2021
Q2 		$571K Buy
1,316
+31
+2% +$11.9K 0.14% 150
2021
Q1 		$494K Buy
1,285
+77
+6% +$25.6K 0.13% 159
2020
Q4 		$397K Buy
1,208
+273
+29% +$92.1K 0.18% 121
2020
Q3 		$320K Sell
935
-53
-5% -$18.7K 0.16% 135
2020
Q2 		$352K Buy
+988
New +$297K 0.13% 151

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Intrua Financial's SPGI Position: Q3 2022 in Review

Intrua Financial sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 1,447 shares — an estimated $488K sold.

Intrua Financial first reported a position in SPGI in Q2 2020 and held it in 9 quarters. The position peaked at $737K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Intrua Financial reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Intrua Financial sold 1,447 S&P Global shares in Q3 2022, an estimated $488K.
  • Intrua Financial first reported a position in S&P Global in Q2 2020 and held it in 9 quarters.
  • Intrua Financial's S&P Global position peaked at $737K in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.