WA
SPGI icon

Winfield Associates’s S&P Global SPGI Stock Holding History

Winfield 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
2018
Q1 		– Sell
-95
Closed -$17K – 573
2017
Q4 		$17K Buy
95
+11
+13% +$1.8K 0.01% 341
2017
Q3 		$13K Hold
84
– – 0.01% 380
2017
Q2 		$12K Buy
84
+26
+45% +$3.61K 0.01% 383
2017
Q1 		$8K Buy
+58
New +$7.21K ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Winfield Associates's SPGI Position: Q1 2018 in Review

Winfield Associates sold out of S&P Global (SPGI) in Q1 2018, closing a stake of 95 shares — an estimated $17K sold.

Winfield Associates first reported a position in SPGI in Q1 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 884 funds tracked by Wall St. Rank hold SPGI as of Q1 2018.

  • Winfield Associates reported no remaining S&P Global position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 95 S&P Global shares in Q1 2018, an estimated $17K.
  • Winfield Associates first reported a position in S&P Global in Q1 2017 and held it in 4 quarters.
  • Winfield Associates's S&P Global position peaked at $17K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held S&P Global as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.