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Julex Capital Management’s S&P Global SPGI Stock Holding History

Julex Capital 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
2019
Q3 		$25K Buy
102
+45
+79% +$11.2K 0.06% 27
2019
Q2 		$12K Sell
57
-75
-57% -$16.4K 0.01% 31
2019
Q1 		$27.8K Hold
132
– – 0.02% 26
2018
Q4 		$22K Buy
+132
New +$23.6K 0.01% 23

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Julex Capital Management's SPGI Position: Q3 2019 in Review

Julex Capital Management increased its S&P Global (SPGI) stake by 79% in Q3 2019, buying an estimated $11.2K and bringing the position to 102 shares worth $25K. The position accounts for 0.06% of the portfolio, ranked #27.

Julex Capital Management first reported a position in SPGI in Q4 2018 and has held it in 4 quarters since. The position peaked at $27.8K in Q1 2019. 1,000 funds tracked by Wall St. Rank hold SPGI as of Q3 2019.

  • Julex Capital Management held 102 shares of S&P Global worth $25K as of Q3 2019.
  • Julex Capital Management bought 45 S&P Global shares in Q3 2019, an estimated $11.2K.
  • S&P Global made up 0.06% of Julex Capital Management's portfolio in Q3 2019, its #27 holding.
  • Julex Capital Management first reported a position in S&P Global in Q4 2018 and has held it in 4 quarters since.
  • Julex Capital Management's S&P Global position peaked at $27.8K in Q1 2019.
  • 1,000 funds tracked by Wall St. Rank held S&P Global as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.