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WealthStone’s S&P Global SPGI Stock Holding History

WealthStone’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 		$384K Buy
1,090
+102
+10% +$33.9K 0.13% 118
2020
Q4 		$325K Buy
988
+18
+2% +$6.07K 0.12% 124
2020
Q3 		$350K Buy
+970
New +$342K 0.16% 89
2019
Q3 		– Sell
-3,441
Closed -$784K – 523
2019
Q2 		$784K Buy
+3,441
New +$752K 0.35% 63

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

WealthStone's SPGI Position: Q1 2021 in Review

WealthStone increased its S&P Global (SPGI) stake by 10% in Q1 2021, buying an estimated $33.9K and bringing the position to 1,090 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #118.

WealthStone first reported a position in SPGI in Q2 2019 and has held it in 4 quarters since. The position peaked at $784K in Q2 2019. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • WealthStone held 1,090 shares of S&P Global worth $384K as of Q1 2021.
  • WealthStone bought 102 S&P Global shares in Q1 2021, an estimated $33.9K.
  • S&P Global made up 0.13% of WealthStone's portfolio in Q1 2021, its #118 holding.
  • WealthStone first reported a position in S&P Global in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's S&P Global position peaked at $784K in Q2 2019.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.