BW
SPGI icon

Bison Wealth’s S&P Global SPGI Stock Holding History

Bison Wealth’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
2024
Q4 		$370K Sell
742
-543
-42% -$276K 0.08% 190
2024
Q3 		$664K Buy
1,285
+346
+37% +$171K 0.11% 189
2024
Q2 		$399K Hold
939
– – 0.06% 279
2024
Q1 		$399K Sell
939
-34
-3% -$14.7K 0.06% 279
2023
Q4 		$428K Buy
973
+76
+8% +$30K 0.08% 257
2023
Q3 		$328K Buy
897
+61
+7% +$24K 0.06% 291
2023
Q2 		$335K Buy
836
+169
+25% +$61.7K 0.06% 274
2023
Q1 		$240K Sell
667
-13
-2% -$4.58K 0.07% 221
2022
Q4 		$249K Buy
+680
New +$224K 0.08% 227

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bison Wealth's SPGI Position: Q4 2024 in Review

Bison Wealth reduced its S&P Global (SPGI) stake by 42% in Q4 2024, selling an estimated $276K and leaving 742 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #190.

Bison Wealth first reported a position in SPGI in Q4 2022 and has held it in 9 quarters since. The position peaked at $664K in Q3 2024. 2,039 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Bison Wealth held 742 shares of S&P Global worth $370K as of Q4 2024.
  • Bison Wealth sold 543 S&P Global shares in Q4 2024, an estimated $276K.
  • S&P Global made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #190 holding.
  • Bison Wealth first reported a position in S&P Global in Q4 2022 and has held it in 9 quarters since.
  • Bison Wealth's S&P Global position peaked at $664K in Q3 2024.
  • 2,039 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.