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Annapolis Financial Services’s S&P Global SPGI Stock Holding History

Annapolis Financial Services’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 		$16.7K Buy
32
+1
+3% +$495 ﹤0.01% 235
2024
Q2 		$13.8K Hold
31
– – ﹤0.01% 256
2024
Q1 		$13.2K Hold
31
– – ﹤0.01% 256
2023
Q4 		$13.7K Sell
31
-4
-11% -$1.58K ﹤0.01% 324
2023
Q3 		$12.8K Hold
35
– – ﹤0.01% 317
2023
Q2 		$14K Buy
35
+4
+13% +$1.46K ﹤0.01% 307
2023
Q1 		$10.7K Hold
31
– – ﹤0.01% 311
2022
Q4 		$10.4K Sell
31
-18
-37% -$5.93K ﹤0.01% 307
2022
Q3 		$15K Buy
+49
New +$17.5K 0.01% 293

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

Annapolis Financial Services's SPGI Position: Q3 2024 in Review

Annapolis Financial Services increased its S&P Global (SPGI) stake by 3.2% in Q3 2024, buying an estimated $495 and bringing the position to 32 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Annapolis Financial Services first reported a position in SPGI in Q3 2022 and has held it in 9 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Annapolis Financial Services held 32 shares of S&P Global worth $16.7K as of Q3 2024.
  • Annapolis Financial Services bought 1 S&P Global share in Q3 2024, an estimated $495.
  • S&P Global made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #235 holding.
  • Annapolis Financial Services first reported a position in S&P Global in Q3 2022 and has held it in 9 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.