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

SVA 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
Q4 		$807K Buy
2,454
+1,129
+85% +$381K 0.07% 134
2020
Q3 		$478K Buy
1,325
+638
+93% +$225K 0.05% 150
2020
Q2 		$226K Buy
+687
New +$207K 0.02% 185

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

SVA Wealth Management's SPGI Position: Q4 2020 in Review

SVA Wealth Management increased its S&P Global (SPGI) stake by 85% in Q4 2020, buying an estimated $381K and bringing the position to 2,454 shares worth $807K. The position accounts for 0.07% of the portfolio, ranked #134.

SVA Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 3 quarters since. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • SVA Wealth Management held 2,454 shares of S&P Global worth $807K as of Q4 2020.
  • SVA Wealth Management bought 1,129 S&P Global shares in Q4 2020, an estimated $381K.
  • S&P Global made up 0.07% of SVA Wealth Management's portfolio in Q4 2020, its #134 holding.
  • SVA Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 3 quarters since.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.