Zhang Financial’s S&P Global SPGI Stock Holding History

Zhang Financial’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 Q1	–	Sell	-700	Closed	-$209K	–	105
2019 Q4	$209K	Buy	+700	New	+$182K	0.08%	99

Other funds holding SPGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Zhang Financial's SPGI Position: Q1 2020 in Review

Zhang Financial sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 700 shares — an estimated $209K sold.

Zhang Financial first reported a position in SPGI in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 1,116 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

Zhang Financial reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
Zhang Financial sold 700 S&P Global shares in Q1 2020, an estimated $209K.
Zhang Financial first reported a position in S&P Global in Q4 2019 and held it in 1 quarter.
Zhang Financial's S&P Global position peaked at $209K in Q4 2019.
1,116 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Zhang Financial's 13F filing for Q1 2020, filed 6 May 2020.