AWM
SPGI icon

Altavista Wealth Management’s S&P Global SPGI Stock Holding History

Altavista 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
2021
Q4 		$333K Hold
705
– – 0.07% 153
2021
Q3 		$300K Buy
705
+5
+0.7% +$2.17K 0.07% 154
2021
Q2 		$287K Hold
700
– – 0.06% 160
2021
Q1 		$247K Hold
700
– – 0.06% 160
2020
Q4 		$230K Hold
700
– – 0.06% 161
2020
Q3 		$252K Hold
700
– – 0.07% 148
2020
Q2 		$231K Buy
+700
New +$210K 0.07% 155

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altavista Wealth Management's SPGI Position: Q4 2021 in Review

Altavista Wealth Management held its S&P Global (SPGI) position steady in Q4 2021 at 705 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #153.

Altavista Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 7 quarters since. 1,540 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Altavista Wealth Management held 705 shares of S&P Global worth $333K as of Q4 2021.
  • Altavista Wealth Management left its S&P Global share count unchanged in Q4 2021.
  • S&P Global made up 0.07% of Altavista Wealth Management's portfolio in Q4 2021, its #153 holding.
  • Altavista Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 7 quarters since.
  • 1,540 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.