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Breiter Capital Management’s S&P Global SPGI Stock Holding History

Breiter Capital 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
2022
Q1 		$1.95M Buy
4,760
+51
+1% +$20.8K 0.96% 36
2021
Q4 		$2.22M Buy
4,709
+306
+7% +$140K 1.09% 29
2021
Q3 		$1.87M Buy
4,403
+331
+8% +$143K 1.07% 28
2021
Q2 		$1.67M Buy
+4,072
New +$1.56M 0.9% 37

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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Breiter Capital Management's SPGI Position: Q1 2022 in Review

Breiter Capital Management increased its S&P Global (SPGI) stake by 1.1% in Q1 2022, buying an estimated $20.8K and bringing the position to 4,760 shares worth $1.95M. The position accounts for 0.96% of the portfolio, ranked #36.

Breiter Capital Management first reported a position in SPGI in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.22M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Breiter Capital Management held 4,760 shares of S&P Global worth $1.95M as of Q1 2022.
  • Breiter Capital Management bought 51 S&P Global shares in Q1 2022, an estimated $20.8K.
  • S&P Global made up 0.96% of Breiter Capital Management's portfolio in Q1 2022, its #36 holding.
  • Breiter Capital Management first reported a position in S&P Global in Q2 2021 and has held it in 4 quarters since.
  • Breiter Capital Management's S&P Global position peaked at $2.22M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.