TIAM2
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Tru Independence Asset Management 2’s S&P Global SPGI Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-5
Closed -$2K – 369
2020
Q4 		$2K Buy
+5
New +$1.69K ﹤0.01% 412

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tru Independence Asset Management 2's SPGI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 5 shares — an estimated $2K sold.

Tru Independence Asset Management 2 first reported a position in SPGI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 5 S&P Global shares in Q1 2021, an estimated $2K.
  • Tru Independence Asset Management 2 first reported a position in S&P Global in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's S&P Global position peaked at $2K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.