SEC 13F Intelligence

Waddell & Reed Financial Inc / SPGI

Waddell & Reed Financial Inc’s S&P Global Inc Position

Does Waddell & Reed Financial Inc own S&P Global Inc (SPGI)? Yes — 386.4K shares worth $136M (+0.28% of its 13F portfolio) as of Q1 2021, up from 301.6K shares the prior filed quarter.

Position Value
$136M
Q1 2021
Shares
386.4K
% of Portfolio
+0.28%
Quarters Held
10
currently held

Position History SPGI

Reported value by quarter
Q4 ’18: $73MQ4 ’18Q1 ’19: $192MQ2 ’19: $220MQ2 ’19Q3 ’19: $211MQ4 ’19: $208MQ4 ’19Q1 ’20: $211MQ2 ’20: $260MQ2 ’20Q3 ’20: $211MQ4 ’20: $99MQ4 ’20Q1 ’21: $136Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021386.4K$136M+0.28%
Q4 2020301.6K$99M+0.21%
Q3 2020585.5K$211M+0.51%
Q2 2020789.5K$260M+0.67%
Q1 2020862.0K$211M+0.69%
Q4 2019762.1K$208M+0.52%
Q3 2019861.7K$211M+0.55%
Q2 2019965.3K$220M+0.54%
Q1 2019910.3K$192M+0.47%
Q4 2018430.6K$73M+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of SPGI.