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Boston Financial Management’s S&P Global SPGI Stock Holding History

Boston Financial 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
2024
Q4 		$3.95M Buy
7,933
+390
+5% +$198K 0.12% 111
2024
Q3 		$3.9M Buy
7,543
+43
+0.6% +$21.3K 0.12% 113
2024
Q2 		$3.34M Buy
7,500
+283
+4% +$121K 0.11% 116
2024
Q1 		$3.07M Hold
7,217
– – 0.1% 121
2023
Q4 		$3.18M Sell
7,217
-100
-1% -$39.5K 0.11% 116
2023
Q3 		$2.67M Sell
7,317
-4
-0.1% -$1.57K 0.1% 120
2023
Q2 		$2.93M Buy
7,321
+56
+0.8% +$20.5K 0.11% 120
2023
Q1 		$2.5M Sell
7,265
-108
-1% -$38K 0.1% 126
2022
Q4 		$2.47M Buy
7,373
+740
+11% +$244K 0.1% 124
2022
Q3 		$2.02M Buy
6,633
+4,141
+166% +$1.48M 0.09% 125
2022
Q2 		$840K Buy
2,492
+15
+0.6% +$5.35K 0.04% 171
2022
Q1 		$1.02M Buy
2,477
+81
+3% +$33K 0.04% 163
2021
Q4 		$1.13M Buy
2,396
+166
+7% +$75.9K 0.04% 141
2021
Q3 		$948K Hold
2,230
– – 0.04% 142
2021
Q2 		$915K Hold
2,230
– – 0.04% 138
2021
Q1 		$787K Buy
2,230
+60
+3% +$20K 0.03% 139
2020
Q4 		$713K Hold
2,170
– – 0.03% 144
2020
Q3 		$783K Sell
2,170
-76
-3% -$26.8K 0.04% 137
2020
Q2 		$740K Sell
2,246
-694
-24% -$209K 0.04% 136
2020
Q1 		$720K Buy
2,940
+999
+51% +$274K 0.05% 139
2019
Q4 		$530K Hold
1,941
– – 0.03% 166
2019
Q3 		$476K Buy
+1,941
New +$485K 0.03% 182

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

Boston Financial Management's SPGI Position: Q4 2024 in Review

Boston Financial Management increased its S&P Global (SPGI) stake by 5.2% in Q4 2024, buying an estimated $198K and bringing the position to 7,933 shares worth $3.95M. The position accounts for 0.12% of the portfolio, ranked #111.

Boston Financial Management first reported a position in SPGI in Q3 2019 and has held it in 22 quarters since. 2,039 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Boston Financial Management held 7,933 shares of S&P Global worth $3.95M as of Q4 2024.
  • Boston Financial Management bought 390 S&P Global shares in Q4 2024, an estimated $198K.
  • S&P Global made up 0.12% of Boston Financial Management's portfolio in Q4 2024, its #111 holding.
  • Boston Financial Management first reported a position in S&P Global in Q3 2019 and has held it in 22 quarters since.
  • 2,039 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.