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Lighthouse Financial Advisors’s S&P Global SPGI Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.9M Sell
8,224
-286
-3% -$95.2K 0.88% 25
2020
Q4 		$2.8M Buy
8,510
+44
+0.5% +$14.8K 0.95% 29
2020
Q3 		$3.05M Sell
8,466
-59
-0.7% -$20.8K 1.16% 18
2020
Q2 		$2.78M Buy
8,525
+26
+0.3% +$7.82K 1.17% 19
2020
Q1 		$2.07M Sell
8,499
-77
-0.9% -$21.1K 1.26% 18
2019
Q4 		$2.34M Buy
+8,576
New +$2.23M 1.1% 17

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lighthouse Financial Advisors's SPGI Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its S&P Global (SPGI) stake by 3.4% in Q1 2021, selling an estimated $95.2K and leaving 8,224 shares worth $2.9M. The position accounts for 0.88% of the portfolio, ranked #25.

Lighthouse Financial Advisors first reported a position in SPGI in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.05M in Q3 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Lighthouse Financial Advisors held 8,224 shares of S&P Global worth $2.9M as of Q1 2021.
  • Lighthouse Financial Advisors sold 286 S&P Global shares in Q1 2021, an estimated $95.2K.
  • S&P Global made up 0.88% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #25 holding.
  • Lighthouse Financial Advisors first reported a position in S&P Global in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's S&P Global position peaked at $3.05M in Q3 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.