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tru Independence’s S&P Global SPGI Stock Holding History

tru Independence’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
-36
Closed -$12 – 652
2020
Q4 		$12 Buy
36
+5
+16% +$1.69K ﹤0.01% 570
2020
Q3 		$11K Hold
31
– – ﹤0.01% 276
2020
Q2 		$10K Hold
31
– – ﹤0.01% 591
2020
Q1 		$8K Hold
31
– – ﹤0.01% 463
2019
Q4 		$8K Buy
+31
New +$8.05K ﹤0.01% 600

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

tru Independence's SPGI Position: Q1 2021 in Review

tru Independence sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 36 shares — an estimated $12 sold.

tru Independence first reported a position in SPGI in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q3 2020. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • tru Independence reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 36 S&P Global shares in Q1 2021, an estimated $12.
  • tru Independence first reported a position in S&P Global in Q4 2019 and held it in 5 quarters.
  • tru Independence's S&P Global position peaked at $11K in Q3 2020.
  • 1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.