Bank of the West’s S&P Global SPGI Stock Holding History

Bank of the West’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	-900	Closed	-$369K	–	224
2022 Q1	$369K	Sell	900 -100	-10%	-$40.7K	0.04%	184
2021 Q4	$472K	Hold	1,000	–	–	0.04%	177
2021 Q3	$425K	Sell	1,000 -24	-2%	-$10.4K	0.04%	177
2021 Q2	$420K	Buy	+1,024	New	+$394K	0.04%	181

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

Bank of the West's SPGI Position: Q2 2022 in Review

Bank of the West sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 900 shares — an estimated $369K sold.

Bank of the West first reported a position in SPGI in Q2 2021 and held it in 4 quarters. The position peaked at $472K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Bank of the West reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Bank of the West sold 900 S&P Global shares in Q2 2022, an estimated $369K.
Bank of the West first reported a position in S&P Global in Q2 2021 and held it in 4 quarters.
Bank of the West's S&P Global position peaked at $472K in Q4 2021.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Bank of the West's 13F filing for Q2 2022, filed 2 Aug 2022.