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 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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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

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

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

BerganKDV Wealth Management's SPGI Position: Q2 2023 in Review

BerganKDV Wealth Management increased its S&P Global (SPGI) stake by 989% in Q2 2023, buying an estimated $126K and bringing the position to 381 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #249.

BerganKDV Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 15 quarters since. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

BerganKDV Wealth Management held 381 shares of S&P Global worth $153K as of Q2 2023.
BerganKDV Wealth Management bought 346 S&P Global shares in Q2 2023, an estimated $126K.
S&P Global made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #249 holding.
BerganKDV Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 15 quarters since.
1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.