MFG
SPGI icon

Magnus Financial Group’s S&P Global SPGI Stock Holding History

Magnus Financial 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
2021
Q1 		– Sell
-690
Closed -$227K – 343
2020
Q4 		$227K Sell
690
-73
-10% -$24.6K 0.02% 272
2020
Q3 		$275K Sell
763
-279
-27% -$98.4K 0.03% 209
2020
Q2 		$343K Hold
1,042
– – 0.04% 291
2020
Q1 		$255K Buy
1,042
+33
+3% +$9.05K 0.03% 353
2019
Q4 		$276K Buy
1,009
+7
+0.7% +$1.82K 0.04% 339
2019
Q3 		$245K Hold
1,002
– – 0.05% 358
2019
Q2 		$228K Hold
1,002
– – 0.04% 389
2019
Q1 		$211K Buy
+1,002
New +$194K 0.04% 414

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Magnus Financial Group's SPGI Position: Q1 2021 in Review

Magnus Financial Group sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 690 shares — an estimated $227K sold.

Magnus Financial Group first reported a position in SPGI in Q1 2019 and held it in 8 quarters. The position peaked at $343K in Q2 2020. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Magnus Financial Group reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 690 S&P Global shares in Q1 2021, an estimated $227K.
  • Magnus Financial Group first reported a position in S&P Global in Q1 2019 and held it in 8 quarters.
  • Magnus Financial Group's S&P Global position peaked at $343K in Q2 2020.
  • 1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.