Almanack Investment Partners’s S&P Global SPGI Stock Holding History

Almanack Investment Partners’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
2022 Q2	–	Sell	-538	Closed	-$221K	–	509
2022 Q1	$221K	Buy	538 +20	+4%	+$8.15K	0.02%	433
2021 Q4	$244K	Sell	518 -11	-2%	-$5.03K	0.02%	426
2021 Q3	$225K	Sell	529 -287	-35%	-$124K	0.02%	441
2021 Q2	$335K	Sell	816 -1	-0.1%	-$384	0.03%	299
2021 Q1	$288K	Buy	817 +48	+6%	+$16K	0.03%	321
2020 Q4	$253K	Buy	769 +162	+27%	+$54.6K	0.03%	312
2020 Q3	$203K	Buy	+607	New	+$214K	0.03%	368

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Almanack Investment Partners's SPGI Position: Q2 2022 in Review

Almanack Investment Partners sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 538 shares — an estimated $221K sold.

Almanack Investment Partners first reported a position in SPGI in Q3 2020 and held it in 7 quarters. The position peaked at $335K in Q2 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Almanack Investment Partners reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 538 S&P Global shares in Q2 2022, an estimated $221K.
Almanack Investment Partners first reported a position in S&P Global in Q3 2020 and held it in 7 quarters.
Almanack Investment Partners's S&P Global position peaked at $335K in Q2 2021.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.