SMFS
SPGI icon

Squar Milner Financial Services’s S&P Global SPGI Stock Holding History

Squar Milner Financial Services’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
-76
Closed -$18K – 632
2020
Q1 		$18K Sell
76
-5
-6% -$1.37K 0.01% 487
2019
Q4 		$22K Buy
+81
New +$21K 0.01% 508
2019
Q3 		– Sell
-81
Closed -$18K – 635
2019
Q2 		$18K Hold
81
– – 0.01% 465
2019
Q1 		$17K Buy
81
+11
+16% +$2.13K 0.01% 447
2018
Q4 		$12K Hold
70
– – 0.01% 453
2018
Q3 		$14K Sell
70
-34
-33% -$7.02K 0.01% 451
2018
Q2 		$21K Buy
+104
New +$20.5K 0.02% 477

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

Squar Milner Financial Services's SPGI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of S&P Global (SPGI) in Q2 2020, closing a stake of 76 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in SPGI in Q2 2018 and held it in 7 quarters. The position peaked at $22K in Q4 2019. 1,180 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining S&P Global position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 76 S&P Global shares in Q2 2020, an estimated $18K.
  • Squar Milner Financial Services first reported a position in S&P Global in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's S&P Global position peaked at $22K in Q4 2019.
  • 1,180 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.