RCA
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Rowland Carmichael Advisors’s S&P Global SPGI Stock Holding History

Rowland Carmichael Advisors’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
-567
Closed -$204K – 390
2020
Q3 		$204K Buy
+567
New +$200K 0.08% 267

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
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

Rowland Carmichael Advisors's SPGI Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 567 shares — an estimated $204K sold.

Rowland Carmichael Advisors first reported a position in SPGI in Q3 2020 and held it in 1 quarter. The position peaked at $204K in Q3 2020. 1,273 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Rowland Carmichael Advisors reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 567 S&P Global shares in Q4 2020, an estimated $204K.
  • Rowland Carmichael Advisors first reported a position in S&P Global in Q3 2020 and held it in 1 quarter.
  • Rowland Carmichael Advisors's S&P Global position peaked at $204K in Q3 2020.
  • 1,273 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.