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Private Vista’s S&P Global SPGI Stock Holding History

Private Vista’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 		$463K Sell
1,406
-161
-10% -$48.4K 0.22% 64
2020
Q1 		$384K Sell
1,567
-284
-15% -$77.9K 0.15% 86
2019
Q4 		$505K Sell
1,851
-45
-2% -$11.7K 0.14% 74
2019
Q3 		$464K Hold
1,896
– – 0.12% 85
2019
Q2 		$432K Sell
1,896
-366
-16% -$79.9K 0.11% 92
2019
Q1 		$476K Hold
2,262
– – 0.12% 91
2018
Q4 		$384K Hold
2,262
– – 0.09% 100
2018
Q3 		$442K Buy
2,262
+63
+3% +$13K 0.09% 96
2018
Q2 		$448K Buy
+2,199
New +$434K 0.1% 94

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

Private Vista's SPGI Position: Q2 2020 in Review

Private Vista reduced its S&P Global (SPGI) stake by 10% in Q2 2020, selling an estimated $48.4K and leaving 1,406 shares worth $463K. The position accounts for 0.22% of the portfolio, ranked #64.

Private Vista first reported a position in SPGI in Q2 2018 and has held it in 9 quarters since. The position peaked at $505K in Q4 2019. 1,179 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • Private Vista held 1,406 shares of S&P Global worth $463K as of Q2 2020.
  • Private Vista sold 161 S&P Global shares in Q2 2020, an estimated $48.4K.
  • S&P Global made up 0.22% of Private Vista's portfolio in Q2 2020, its #64 holding.
  • Private Vista first reported a position in S&P Global in Q2 2018 and has held it in 9 quarters since.
  • Private Vista's S&P Global position peaked at $505K in Q4 2019.
  • 1,179 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.