RIM
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Rampart Investment Management’s S&P Global SPGI Stock Holding History

Rampart Investment Management’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
Q4 		– Sell
-153
Closed -$55K – 314
2020
Q3 		$55K Sell
153
-4,357
-97% -$1.54M 0.03% 313
2020
Q2 		$1.49M Buy
4,510
+2,703
+150% +$813K 0.25% 109
2020
Q1 		$443K Sell
1,807
-1,160
-39% -$318K 0.21% 106
2019
Q4 		$810K Buy
2,967
+140
+5% +$36.4K 0.1% 254
2019
Q3 		$693K Sell
2,827
-366
-11% -$91.5K 0.09% 259
2019
Q2 		$727K Buy
3,193
+922
+41% +$201K 0.09% 264
2019
Q1 		$478K Sell
2,271
-149
-6% -$28.9K 0.05% 326
2018
Q4 		$411K Sell
2,420
-2,776
-53% -$497K 0.11% 169
2018
Q3 		$492K Buy
5,196
+2,603
+100% +$537K 0.22% 114
2018
Q2 		$529K Sell
2,593
-4,188
-62% -$827K 0.05% 342
2018
Q1 		$1.3M Buy
6,781
+3,288
+94% +$607K 0.12% 213
2017
Q4 		$592K Buy
3,493
+311
+10% +$50.8K 0.23% 110
2017
Q3 		$497K Buy
3,182
+146
+5% +$22.2K 0.17% 139
2017
Q2 		$443K Buy
3,036
+2,328
+329% +$323K 0.16% 145
2017
Q1 		$93K Buy
+708
New +$88K 0.03% 154

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rampart Investment Management's SPGI Position: Q4 2020 in Review

Rampart Investment Management sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 153 shares — an estimated $55K sold.

Rampart Investment Management first reported a position in SPGI in Q1 2017 and held it in 15 quarters. The position peaked at $1.49M in Q2 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Rampart Investment Management reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 153 S&P Global shares in Q4 2020, an estimated $55K.
  • Rampart Investment Management first reported a position in S&P Global in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's S&P Global position peaked at $1.49M in Q2 2020.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.