JOYN Advisors’s S&P Global SPGI Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-364	Closed	-$62K	–	1205
2018 Q4	$62K	Buy	364 +301	+478%	+$53.9K	0.01%	280
2018 Q3	$12K	Buy	63 +10	+19%	+$2.06K	﹤0.01%	887
2018 Q2	$11K	Buy	53 +26	+96%	+$5.14K	﹤0.01%	880
2018 Q1	$5K	Buy	+27	New	+$4.98K	﹤0.01%	874

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

JOYN Advisors's SPGI Position: Q1 2019 in Review

JOYN Advisors sold out of S&P Global (SPGI) in Q1 2019, closing a stake of 364 shares — an estimated $62K sold.

JOYN Advisors first reported a position in SPGI in Q1 2018 and held it in 4 quarters. The position peaked at $62K in Q4 2018. 928 funds tracked by Wall St. Rank hold SPGI as of Q1 2019.

JOYN Advisors reported no remaining S&P Global position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 364 S&P Global shares in Q1 2019, an estimated $62K.
JOYN Advisors first reported a position in S&P Global in Q1 2018 and held it in 4 quarters.
JOYN Advisors's S&P Global position peaked at $62K in Q4 2018.
928 funds tracked by Wall St. Rank held S&P Global as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.