BWM
SPGI icon

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

BerganKDV 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
Q2 		$153K Buy
381
+346
+989% +$126K 0.02% 249
2023
Q1 		$12.1K Hold
35
– – ﹤0.01% 576
2022
Q4 		$11.8K Hold
35
– – ﹤0.01% 557
2022
Q3 		$11K Hold
35
– – ﹤0.01% 562
2022
Q2 		$12K Hold
35
– – ﹤0.01% 567
2022
Q1 		$14K Buy
35
+15
+75% +$6.11K ﹤0.01% 566
2021
Q4 		$9K Hold
20
– – ﹤0.01% 682
2021
Q3 		$9K Hold
20
– – ﹤0.01% 664
2021
Q2 		$8K Hold
20
– – ﹤0.01% 644
2021
Q1 		$7K Hold
20
– – ﹤0.01% 626
2020
Q4 		$7K Sell
20
-6
-23% -$2.02K ﹤0.01% 620
2020
Q3 		$9K Hold
26
– – ﹤0.01% 518
2020
Q2 		$9K Buy
26
+9
+53% +$2.71K ﹤0.01% 557
2020
Q1 		$4K Buy
17
+6
+55% +$1.65K ﹤0.01% 632
2019
Q4 		$3K Buy
+11
New +$2.86K ﹤0.01% 724

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return