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Leuthold Group’s S&P Global SPGI Stock Holding History

Leuthold Group’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
-14,890
Closed -$5.37M – 193
2020
Q3 		$5.37M Sell
14,890
-295
-2% -$104K 0.74% 44
2020
Q2 		$5M Sell
15,185
-381
-2% -$115K 0.75% 48
2020
Q1 		$3.81M Sell
15,566
-1,005
-6% -$276K 0.69% 48
2019
Q4 		$4.53M Sell
16,571
-646
-4% -$168K 0.59% 71
2019
Q3 		$4.22M Sell
17,217
-925
-5% -$231K 0.55% 74
2019
Q2 		$4.13M Buy
+18,142
New +$3.96M 0.53% 78

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

Leuthold Group's SPGI Position: Q4 2020 in Review

Leuthold Group sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 14,890 shares — an estimated $5.37M sold.

Leuthold Group first reported a position in SPGI in Q2 2019 and held it in 6 quarters. The position peaked at $5.37M in Q3 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Leuthold Group reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • Leuthold Group sold 14,890 S&P Global shares in Q4 2020, an estimated $5.37M.
  • Leuthold Group first reported a position in S&P Global in Q2 2019 and held it in 6 quarters.
  • Leuthold Group's S&P Global position peaked at $5.37M in Q3 2020.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Leuthold Group's 13F filing for Q4 2020, filed 16 Feb 2021.