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Yorktown Management & Research Company’s S&P Global SPGI Stock Holding History

Yorktown Management & Research Company’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
Q3 		– Sell
-1,400
Closed -$461K – 266
2020
Q2 		$461K Hold
1,400
– – 0.41% 59
2020
Q1 		$343K Buy
+1,400
New +$384K 0.35% 99

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Yorktown Management & Research Company's SPGI Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of S&P Global (SPGI) in Q3 2020, closing a stake of 1,400 shares — an estimated $461K sold.

Yorktown Management & Research Company first reported a position in SPGI in Q1 2020 and held it in 2 quarters. The position peaked at $461K in Q2 2020. 1,213 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

  • Yorktown Management & Research Company reported no remaining S&P Global position as of Q3 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,400 S&P Global shares in Q3 2020, an estimated $461K.
  • Yorktown Management & Research Company first reported a position in S&P Global in Q1 2020 and held it in 2 quarters.
  • Yorktown Management & Research Company's S&P Global position peaked at $461K in Q2 2020.
  • 1,213 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.