Baron Silver Stevens Financial Advisors’s S&P Global SPGI Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q4	–	Sell	-586	Closed	-$214K	–	116
2023 Q3	$214K	Buy	586 +49	+9%	+$19.3K	0.05%	102
2023 Q2	$215K	Buy	+537	New	+$196K	0.05%	103
2022 Q3	–	Sell	-786	Closed	-$264K	–	141
2022 Q2	$264K	Buy	+786	New	+$280K	0.07%	83

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baron Silver Stevens Financial Advisors's SPGI Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 586 shares — an estimated $214K sold.

Baron Silver Stevens Financial Advisors first reported a position in SPGI in Q2 2022 and held it in 3 quarters. The position peaked at $264K in Q2 2022. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

Baron Silver Stevens Financial Advisors reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 586 S&P Global shares in Q4 2023, an estimated $214K.
Baron Silver Stevens Financial Advisors first reported a position in S&P Global in Q2 2022 and held it in 3 quarters.
Baron Silver Stevens Financial Advisors's S&P Global position peaked at $264K in Q2 2022.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.