Brophy Wealth Management’s S&P Global SPGI Stock Holding History

Brophy Wealth 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 Q3	$1.16M	Buy	+2,236	New	+$1.11M	0.41%	53

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brophy Wealth Management's SPGI Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in S&P Global (SPGI) in Q3 2024: 2,236 shares worth $1.16M. The stake represents 0.41% of the portfolio and ranks #53 among its holdings.

1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

Brophy Wealth Management held 2,236 shares of S&P Global worth $1.16M as of Q3 2024.
S&P Global was a new Brophy Wealth Management position in Q3 2024.
S&P Global made up 0.41% of Brophy Wealth Management's portfolio in Q3 2024, its #53 holding.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.