JWM
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Jeppson Wealth Management’s S&P Global SPGI Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-20
Closed -$7K – 395
2020
Q3 		$7K Buy
+20
New +$7.06K 0.01% 429

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's SPGI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 20 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in SPGI in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 1,273 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 20 S&P Global shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in S&P Global in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's S&P Global position peaked at $7K in Q3 2020.
  • 1,273 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.