9WM
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9258 Wealth Management’s S&P Global SPGI Stock Holding History

9258 Wealth Management’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
2024
Q3 		$994K Buy
1,925
+2
+0.1% +$990 0.15% 121
2024
Q2 		$858K Buy
1,923
+92
+5% +$39.5K 0.13% 134
2024
Q1 		$779K Buy
1,831
+73
+4% +$31.6K 0.12% 147
2023
Q4 		$774K Buy
1,758
+410
+30% +$162K 0.14% 141
2023
Q3 		$493K Buy
1,348
+100
+8% +$39.3K 0.1% 178
2023
Q2 		$500K Buy
1,248
+180
+17% +$65.8K 0.09% 183
2023
Q1 		$368K Sell
1,068
-22
-2% -$7.74K 0.07% 225
2022
Q4 		$365K Sell
1,090
-84
-7% -$27.7K 0.08% 215
2022
Q3 		$358K Sell
1,174
-85
-7% -$30.4K 0.09% 213
2022
Q2 		$424K Buy
1,259
+117
+10% +$41.7K 0.11% 197
2022
Q1 		$468K Buy
1,142
+597
+110% +$243K 0.11% 201
2021
Q4 		$257K Buy
545
+10
+2% +$4.58K 0.06% 316
2021
Q3 		$227K Buy
535
+2
+0.4% +$867 0.06% 308
2021
Q2 		$219K Buy
+533
New +$205K 0.06% 317

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's SPGI Position: Q3 2024 in Review

9258 Wealth Management increased its S&P Global (SPGI) stake by 0.1% in Q3 2024, buying an estimated $990 and bringing the position to 1,925 shares worth $994K. The position accounts for 0.15% of the portfolio, ranked #121.

9258 Wealth Management first reported a position in SPGI in Q2 2021 and has held it in 14 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • 9258 Wealth Management held 1,925 shares of S&P Global worth $994K as of Q3 2024.
  • 9258 Wealth Management bought 2 S&P Global shares in Q3 2024, an estimated $990.
  • S&P Global made up 0.15% of 9258 Wealth Management's portfolio in Q3 2024, its #121 holding.
  • 9258 Wealth Management first reported a position in S&P Global in Q2 2021 and has held it in 14 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.