Osborn Williams & Donohoe’s S&P Global SPGI Stock Holding History

Osborn Williams & Donohoe’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
2019 Q2	–	Sell	-200	Closed	-$43K	–	609
2019 Q1	$43K	Buy	+200	New	+$38.7K	﹤0.01%	488

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Osborn Williams & Donohoe's SPGI Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of S&P Global (SPGI) in Q2 2019, closing a stake of 200 shares — an estimated $43K sold.

Osborn Williams & Donohoe first reported a position in SPGI in Q1 2019 and held it in 1 quarter. The position peaked at $43K in Q1 2019. 963 funds tracked by Wall St. Rank hold SPGI as of Q2 2019.

Osborn Williams & Donohoe reported no remaining S&P Global position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 200 S&P Global shares in Q2 2019, an estimated $43K.
Osborn Williams & Donohoe first reported a position in S&P Global in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's S&P Global position peaked at $43K in Q1 2019.
963 funds tracked by Wall St. Rank held S&P Global as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.