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Willis Johnson & Associates’s S&P Global SPGI Stock Holding History

Willis Johnson & Associates’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
-625
Closed -$205K – 95
2020
Q4 		$205K Buy
+625
New +$211K 0.03% 80

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

Willis Johnson & Associates's SPGI Position: Q1 2021 in Review

Willis Johnson & Associates sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 625 shares — an estimated $205K sold.

Willis Johnson & Associates first reported a position in SPGI in Q4 2020 and held it in 1 quarter. The position peaked at $205K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Willis Johnson & Associates reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Willis Johnson & Associates sold 625 S&P Global shares in Q1 2021, an estimated $205K.
  • Willis Johnson & Associates first reported a position in S&P Global in Q4 2020 and held it in 1 quarter.
  • Willis Johnson & Associates's S&P Global position peaked at $205K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Willis Johnson & Associates's 13F filing for Q1 2021, filed 29 Apr 2021.