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MPS Loria Financial Planners’s S&P Global SPGI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-18
Closed -$6K – 495
2021
Q1 		$6K Hold
18
– – ﹤0.01% 334
2020
Q4 		$6K Buy
+18
New +$6.07K ﹤0.01% 354

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

MPS Loria Financial Planners's SPGI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 18 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in SPGI in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 1,356 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 18 S&P Global shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in S&P Global in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's S&P Global position peaked at $6K in Q1 2021.
  • 1,356 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.