MIC
SPGI icon

MU Investments Company’s S&P Global SPGI Stock Holding History

MU Investments Company’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 		– Sell
-210
Closed -$36K – 128
2017
Q4 		$36K Sell
210
-100
-32% -$16.3K 0.02% 58
2017
Q3 		$48K Buy
310
+50
+19% +$7.6K 0.04% 62
2017
Q2 		$38K Buy
+260
New +$36.1K 0.03% 130

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 $10.4B AUM 25.66% 1-Year Est. Return

MU Investments Company's SPGI Position: Q1 2018 in Review

MU Investments Company sold out of S&P Global (SPGI) in Q1 2018, closing a stake of 210 shares — an estimated $36K sold.

MU Investments Company first reported a position in SPGI in Q2 2017 and held it in 3 quarters. The position peaked at $48K in Q3 2017. 884 funds tracked by Wall St. Rank hold SPGI as of Q1 2018.

  • MU Investments Company reported no remaining S&P Global position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 210 S&P Global shares in Q1 2018, an estimated $36K.
  • MU Investments Company first reported a position in S&P Global in Q2 2017 and held it in 3 quarters.
  • MU Investments Company's S&P Global position peaked at $48K in Q3 2017.
  • 884 funds tracked by Wall St. Rank held S&P Global as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.