Sunflower Bank Wealth Management’s S&P Global SPGI Stock Holding History

Sunflower Bank Wealth 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 Q3	$433K	Hold	1,200	–	–	0.15%	78
2020 Q2	$395K	Hold	1,200	–	–	0.13%	92
2020 Q1	$294K	Hold	1,200	–	–	0.11%	99
2019 Q4	$328K	Hold	1,200	–	–	0.1%	109
2019 Q3	$294K	Hold	1,200	–	–	0.09%	116
2019 Q2	$273K	Hold	1,200	–	–	0.09%	119
2019 Q1	$253K	Hold	1,200	–	–	0.08%	120
2018 Q4	$204K	Hold	1,200	–	–	0.07%	124
2018 Q3	$234K	Hold	1,200	–	–	0.07%	129
2018 Q2	$245K	Hold	1,200	–	–	0.07%	128
2018 Q1	$229K	Hold	1,200	–	–	0.06%	129
2017 Q4	$203K	Buy	+1,200	New	+$196K	0.05%	133

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sunflower Bank Wealth Management's SPGI Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its S&P Global (SPGI) position steady in Q3 2020 at 1,200 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #78.

Sunflower Bank Wealth Management first reported a position in SPGI in Q4 2017 and has held it in 12 quarters since. 1,213 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

Sunflower Bank Wealth Management held 1,200 shares of S&P Global worth $433K as of Q3 2020.
Sunflower Bank Wealth Management left its S&P Global share count unchanged in Q3 2020.
S&P Global made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #78 holding.
Sunflower Bank Wealth Management first reported a position in S&P Global in Q4 2017 and has held it in 12 quarters since.
1,213 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.