BFC
SPGI icon

Bedel Financial Consulting’s S&P Global SPGI Stock Holding History

Bedel Financial Consulting’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
-108
Closed -$44K – 785
2022
Q1 		$44K Buy
108
+101
+1,443% +$41.1K 0.01% 409
2021
Q4 		$3K Buy
+7
New +$3.2K ﹤0.01% 856

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bedel Financial Consulting's SPGI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 108 shares — an estimated $44K sold.

Bedel Financial Consulting first reported a position in SPGI in Q4 2021 and held it in 2 quarters. The position peaked at $44K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 108 S&P Global shares in Q2 2022, an estimated $44K.
  • Bedel Financial Consulting first reported a position in S&P Global in Q4 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's S&P Global position peaked at $44K in Q1 2022.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.