Berman Capital Advisors’s S&P Global SPGI Stock Holding History

Berman Capital 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
2021 Q3	$362K	Buy	853 +146	+21%	+$63.3K	0.06%	171
2021 Q2	$290K	Buy	707 +156	+28%	+$60K	0.05%	182
2021 Q1	$194K	Buy	551 +107	+24%	+$35.6K	0.04%	193
2020 Q4	$145K	Buy	444 +36	+9%	+$12.1K	0.03%	206
2020 Q3	$147K	Sell	408 -10	-2%	-$3.53K	0.04%	179
2020 Q2	$136K	Buy	418 +64	+18%	+$19.2K	0.04%	188
2020 Q1	$86K	Buy	354 +122	+53%	+$33.5K	0.03%	218
2019 Q4	$63K	Hold	232	–	–	0.02%	288
2019 Q3	$56K	Buy	232 +5	+2%	+$1.25K	0.02%	284
2019 Q2	$51K	Buy	227 +61	+37%	+$13.3K	0.02%	296
2019 Q1	$34K	Buy	166 +62	+60%	+$12K	0.01%	345
2018 Q4	$16K	Buy	+104	New	+$18.6K	0.01%	430

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's SPGI Position: Q3 2021 in Review

Berman Capital Advisors increased its S&P Global (SPGI) stake by 21% in Q3 2021, buying an estimated $63.3K and bringing the position to 853 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #171.

Berman Capital Advisors first reported a position in SPGI in Q4 2018 and has held it in 12 quarters since. 1,413 funds tracked by Wall St. Rank hold SPGI as of Q3 2021.

Berman Capital Advisors held 853 shares of S&P Global worth $362K as of Q3 2021.
Berman Capital Advisors bought 146 S&P Global shares in Q3 2021, an estimated $63.3K.
S&P Global made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #171 holding.
Berman Capital Advisors first reported a position in S&P Global in Q4 2018 and has held it in 12 quarters since.
1,413 funds tracked by Wall St. Rank held S&P Global as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.