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John W. Brooker & Co’s S&P Global SPGI Stock Holding History

John W. Brooker & Co’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
-8
Closed -$3K – 169
2020
Q3 		$3K Hold
8
– – ﹤0.01% 147
2020
Q2 		$3K Hold
8
– – ﹤0.01% 149
2020
Q1 		$2K Hold
8
– – ﹤0.01% 160
2019
Q4 		$2K Buy
+8
New +$2.08K ﹤0.01% 157

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John W. Brooker & Co's SPGI Position: Q4 2020 in Review

John W. Brooker & Co sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 8 shares — an estimated $3K sold.

John W. Brooker & Co first reported a position in SPGI in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • John W. Brooker & Co reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • John W. Brooker & Co sold 8 S&P Global shares in Q4 2020, an estimated $3K.
  • John W. Brooker & Co first reported a position in S&P Global in Q4 2019 and held it in 4 quarters.
  • John W. Brooker & Co's S&P Global position peaked at $3K in Q3 2020.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on John W. Brooker & Co's 13F filing for Q4 2020, filed 11 Jan 2021.