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

Baystate 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
2023 Q4	$36.2K	Buy	82 +21	+34%	+$8.29K	﹤0.01%	432
2023 Q3	$22.3K	Sell	61 -22	-27%	-$8.65K	﹤0.01%	457
2023 Q2	$33.3K	Buy	83 +1	+1%	+$365	﹤0.01%	388
2023 Q1	$28.6K	Buy	82 +23	+39%	+$8.1K	﹤0.01%	410
2022 Q4	$20K	Hold	59	–	–	﹤0.01%	464
2022 Q3	$18K	Hold	59	–	–	﹤0.01%	446
2022 Q2	$20K	Hold	59	–	–	﹤0.01%	455
2022 Q1	$24K	Hold	59	–	–	﹤0.01%	426
2021 Q4	$28K	Hold	59	–	–	﹤0.01%	414
2021 Q3	$25K	Buy	59 +29	+97%	+$12.6K	﹤0.01%	389
2021 Q2	$13K	Hold	30	–	–	﹤0.01%	483
2021 Q1	$11K	Hold	30	–	–	﹤0.01%	453
2020 Q4	$10K	Sell	30 -91	-75%	-$30.7K	﹤0.01%	431
2020 Q3	$44K	Hold	121	–	–	0.01%	235
2020 Q2	$40K	Hold	121	–	–	﹤0.01%	243
2020 Q1	$30K	Hold	121	–	–	﹤0.01%	241
2019 Q4	$33K	Buy	121 +91	+303%	+$23.6K	﹤0.01%	270
2019 Q3	$7K	Hold	30	–	–	﹤0.01%	395
2019 Q2	$7K	Sell	30 -32	-52%	-$6.99K	﹤0.01%	399
2019 Q1	$14K	Buy	62 +32	+107%	+$6.2K	﹤0.01%	348
2018 Q4	$6K	Hold	30	–	–	﹤0.01%	429
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	441
2018 Q2	$6K	Hold	30	–	–	﹤0.01%	435
2018 Q1	$6K	Hold	30	–	–	﹤0.01%	412
2017 Q4	$5K	Hold	30	–	–	﹤0.01%	436
2017 Q3	$8K	Hold	30	–	–	﹤0.01%	370
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	440
2017 Q1	$4K	Buy	+30	New	+$3.73K	﹤0.01%	411

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's SPGI Position: Q4 2023 in Review

Baystate Wealth Management increased its S&P Global (SPGI) stake by 34% in Q4 2023, buying an estimated $8.29K and bringing the position to 82 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Baystate Wealth Management first reported a position in SPGI in Q1 2017 and has held it in 28 quarters since. The position peaked at $44K in Q3 2020. 1,773 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

Baystate Wealth Management held 82 shares of S&P Global worth $36.2K as of Q4 2023.
Baystate Wealth Management bought 21 S&P Global shares in Q4 2023, an estimated $8.29K.
S&P Global made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #432 holding.
Baystate Wealth Management first reported a position in S&P Global in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's S&P Global position peaked at $44K in Q3 2020.
1,773 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.