IF
SPGI icon

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 – 473
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 $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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return