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

Lucus 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
2018
Q1 		$382K Buy
+2,000
New +$369K 0.66% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Lucus Advisors's SPGI Position: Q1 2018 in Review

Lucus Advisors opened a new position in S&P Global (SPGI) in Q1 2018: 2,000 shares worth $382K. The stake represents 0.66% of the portfolio and ranks #15 among its holdings.

884 funds tracked by Wall St. Rank hold SPGI as of Q1 2018.

  • Lucus Advisors held 2,000 shares of S&P Global worth $382K as of Q1 2018.
  • S&P Global was a new Lucus Advisors position in Q1 2018.
  • S&P Global made up 0.66% of Lucus Advisors's portfolio in Q1 2018, its #15 holding.
  • 884 funds tracked by Wall St. Rank held S&P Global as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.