Better Money Decisions’s S&P Global SPGI Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-2	Closed	-$1K	–	379
2022 Q2	$1K	Buy	+2	New	+$713	﹤0.01%	459
2021 Q4	–	Sell	-6	Closed	-$3K	–	495
2021 Q3	$3K	Hold	6	–	–	﹤0.01%	579
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	597
2021 Q1	$2K	Buy	+6	New	+$2K	﹤0.01%	549

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Better Money Decisions's SPGI Position: Q3 2022 in Review

Better Money Decisions sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Better Money Decisions first reported a position in SPGI in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Better Money Decisions reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 2 S&P Global shares in Q3 2022, an estimated $1K.
Better Money Decisions first reported a position in S&P Global in Q1 2021 and held it in 4 quarters.
Better Money Decisions's S&P Global position peaked at $3K in Q3 2021.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.