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Blueprint Investment Partners’s S&P Global SPGI Stock Holding History

Blueprint Investment Partners’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
Q3 		– Sell
-780
Closed -$313K – 146
2023
Q2 		$313K Buy
+780
New +$285K 0.11% 116

Other funds holding SPGI

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Blueprint Investment Partners's SPGI Position: Q3 2023 in Review

Blueprint Investment Partners sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 780 shares — an estimated $313K sold.

Blueprint Investment Partners first reported a position in SPGI in Q2 2023 and held it in 1 quarter. The position peaked at $313K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Blueprint Investment Partners reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 780 S&P Global shares in Q3 2023, an estimated $313K.
  • Blueprint Investment Partners first reported a position in S&P Global in Q2 2023 and held it in 1 quarter.
  • Blueprint Investment Partners's S&P Global position peaked at $313K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Blueprint Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.