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

IRON 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
2021
Q3 		– Sell
-1,333
Closed -$547K – 122
2021
Q2 		$547K Buy
1,333
+289
+28% +$111K 0.26% 48
2021
Q1 		$369K Buy
+1,044
New +$347K 0.19% 58
2020
Q4 		– Sell
-634
Closed -$229K – 128
2020
Q3 		$229K Buy
+634
New +$224K 0.13% 91

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IRON Financial's SPGI Position: Q3 2021 in Review

IRON Financial sold out of S&P Global (SPGI) in Q3 2021, closing a stake of 1,333 shares — an estimated $547K sold.

IRON Financial first reported a position in SPGI in Q3 2020 and held it in 3 quarters. The position peaked at $547K in Q2 2021. 1,412 funds tracked by Wall St. Rank hold SPGI as of Q3 2021.

  • IRON Financial reported no remaining S&P Global position as of Q3 2021 after selling out during the quarter.
  • IRON Financial sold 1,333 S&P Global shares in Q3 2021, an estimated $547K.
  • IRON Financial first reported a position in S&P Global in Q3 2020 and held it in 3 quarters.
  • IRON Financial's S&P Global position peaked at $547K in Q2 2021.
  • 1,412 funds tracked by Wall St. Rank held S&P Global as of Q3 2021.

Based on IRON Financial's 13F filing for Q3 2021, filed 2 Nov 2021.