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Price Wealth’s S&P Global SPGI Stock Holding History

Price Wealth’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
2020
Q2 		– Sell
-4
Closed -$1K – 550
2020
Q1 		$1K Buy
+4
New +$1.1K ﹤0.01% 373
2019
Q4 		– Sell
-29
Closed -$7K – 463
2019
Q3 		$7K Hold
29
– – ﹤0.01% 185
2019
Q2 		$7K Buy
+29
New +$6.33K ﹤0.01% 186
2018
Q3 		– Sell
-224
Closed -$45K – 398
2018
Q2 		$45K Buy
224
+123
+122% +$24.3K 0.02% 120
2018
Q1 		$19K Sell
101
-101
-50% -$18.6K 0.01% 114
2017
Q4 		$34K Buy
+202
New +$33K 0.02% 76

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Price Wealth's SPGI Position: Q2 2020 in Review

Price Wealth sold out of S&P Global (SPGI) in Q2 2020, closing a stake of 4 shares — an estimated $1K sold.

Price Wealth first reported a position in SPGI in Q4 2017 and held it in 6 quarters. The position peaked at $45K in Q2 2018. 1,179 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • Price Wealth reported no remaining S&P Global position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 4 S&P Global shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in S&P Global in Q4 2017 and held it in 6 quarters.
  • Price Wealth's S&P Global position peaked at $45K in Q2 2018.
  • 1,179 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.