JPLA
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Joseph P. Lucia & Associates’s S&P Global SPGI Stock Holding History

Joseph P. Lucia & Associates’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
-5
Closed -$2K – 492
2021
Q3 		$2K Hold
5
– – ﹤0.01% 526
2021
Q2 		$2K Hold
5
– – ﹤0.01% 527
2021
Q1 		$2K Buy
+5
New +$1.66K ﹤0.01% 508

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
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

Joseph P. Lucia & Associates's SPGI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 5 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in SPGI in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 1,539 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 5 S&P Global shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in S&P Global in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's S&P Global position peaked at $2K in Q3 2021.
  • 1,539 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.