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Andesa Financial Management’s S&P Global SPGI Stock Holding History

Andesa Financial 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
2023
Q1 		$343K Buy
2,134
+924
+76% +$325K 0.18% 89
2022
Q4 		$405K Sell
1,210
-681
-36% -$224K 0.22% 90
2022
Q3 		$577K Buy
1,891
+785
+71% +$281K 0.2% 81
2022
Q2 		$373K Buy
1,106
+2
+0.2% +$713 0.24% 84
2022
Q1 		$451K Buy
+1,104
New +$450K 0.24% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Andesa Financial Management's SPGI Position: Q1 2023 in Review

Andesa Financial Management increased its S&P Global (SPGI) stake by 76% in Q1 2023, buying an estimated $325K and bringing the position to 2,134 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #89.

Andesa Financial Management first reported a position in SPGI in Q1 2022 and has held it in 5 quarters since. The position peaked at $577K in Q3 2022. 1,596 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Andesa Financial Management held 2,134 shares of S&P Global worth $343K as of Q1 2023.
  • Andesa Financial Management bought 924 S&P Global shares in Q1 2023, an estimated $325K.
  • S&P Global made up 0.18% of Andesa Financial Management's portfolio in Q1 2023, its #89 holding.
  • Andesa Financial Management first reported a position in S&P Global in Q1 2022 and has held it in 5 quarters since.
  • Andesa Financial Management's S&P Global position peaked at $577K in Q3 2022.
  • 1,596 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.