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

Altium 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
2022 Q2	$1.39M	Buy	4,132 +1,630	+65%	+$581K	0.1%	127
2022 Q1	$1.03M	Buy	2,502 +607	+32%	+$247K	0.07%	155
2021 Q4	$894K	Buy	1,895 +179	+10%	+$81.9K	0.06%	166
2021 Q3	$729K	Buy	1,716 +118	+7%	+$51.1K	0.05%	173
2021 Q2	$656K	Buy	1,598 +154	+11%	+$59.2K	0.05%	186
2021 Q1	$510K	Buy	1,444 +221	+18%	+$73.5K	0.04%	215
2020 Q4	$402K	Buy	1,223 +13	+1%	+$4.38K	0.04%	240
2020 Q3	$436K	Buy	1,210 +97	+9%	+$34.2K	0.05%	199
2020 Q2	$367K	Buy	1,113 +119	+12%	+$35.8K	0.04%	236
2020 Q1	$244K	Buy	994 +253	+34%	+$69.4K	0.03%	258
2019 Q4	$202K	Buy	+741	New	+$193K	0.02%	270

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

Altium Wealth Management's SPGI Position: Q2 2022 in Review

Altium Wealth Management increased its S&P Global (SPGI) stake by 65% in Q2 2022, buying an estimated $581K and bringing the position to 4,132 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #127.

Altium Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Altium Wealth Management held 4,132 shares of S&P Global worth $1.39M as of Q2 2022.
Altium Wealth Management bought 1,630 S&P Global shares in Q2 2022, an estimated $581K.
S&P Global made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #127 holding.
Altium Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.