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

Ironwood 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
Q4 		– Sell
-70
Closed -$30K – 472
2021
Q3 		$30K Hold
70
– – 0.01% 239
2021
Q2 		$29K Hold
70
– – 0.01% 242
2021
Q1 		$25K Hold
70
– – 0.01% 236
2020
Q4 		$23K Hold
70
– – 0.01% 231
2020
Q3 		$25K Hold
70
– – 0.01% 175
2020
Q2 		$23K Hold
70
– – 0.01% 171
2020
Q1 		$17K Sell
70
-55
-44% -$15.1K 0.01% 168
2019
Q4 		$34K Hold
125
– – 0.02% 148
2019
Q3 		$31K Hold
125
– – 0.01% 157
2019
Q2 		$28K Hold
125
– – 0.01% 168
2019
Q1 		$26K Hold
125
– – 0.01% 169
2018
Q4 		$21K Buy
+125
New +$22.4K 0.01% 178

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ironwood Financial's SPGI Position: Q4 2021 in Review

Ironwood Financial sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 70 shares — an estimated $30K sold.

Ironwood Financial first reported a position in SPGI in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q4 2019. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Ironwood Financial reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 70 S&P Global shares in Q4 2021, an estimated $30K.
  • Ironwood Financial first reported a position in S&P Global in Q4 2018 and held it in 12 quarters.
  • Ironwood Financial's S&P Global position peaked at $34K in Q4 2019.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.