Winslow Evans & Crocker’s S&P Global SPGI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$82K	Sell	250 -2,210	-90%	-$746K	0.02%	487
2020 Q3	$887K	Hold	2,460	–	–	0.22%	103
2020 Q2	$811K	Hold	2,460	–	–	0.22%	102
2020 Q1	$604K	Buy	2,460 +950	+63%	+$261K	0.2%	109
2019 Q4	$414K	Buy	1,510 +154	+11%	+$40K	0.11%	196
2019 Q3	$332K	Buy	+1,356	New	+$339K	0.09%	221
2018 Q2	–	Sell	-100	Closed	-$19.1K	–	1166
2018 Q1	$19.1K	Sell	100 -72	-42%	-$13.3K	0.01%	657
2017 Q4	$29K	Buy	+172	New	+$28.1K	0.01%	594

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's SPGI Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its S&P Global (SPGI) stake by 90% in Q4 2020, selling an estimated $746K and leaving 250 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #487.

Winslow Evans & Crocker first reported a position in SPGI in Q4 2017 and has held it in 8 quarters since. The position peaked at $887K in Q3 2020. 1,273 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

Winslow Evans & Crocker held 250 shares of S&P Global worth $82K as of Q4 2020.
Winslow Evans & Crocker sold 2,210 S&P Global shares in Q4 2020, an estimated $746K.
S&P Global made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #487 holding.
Winslow Evans & Crocker first reported a position in S&P Global in Q4 2017 and has held it in 8 quarters since.
Winslow Evans & Crocker's S&P Global position peaked at $887K in Q3 2020.
1,273 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.