Bruderman Asset Management’s S&P Global SPGI Stock Holding History

Bruderman Asset 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 Q2	$655K	Sell	1,944 -44	-2%	-$15.7K	1.18%	35
2022 Q1	$814K	Sell	1,988 -1,300	-40%	-$529K	1.23%	31
2021 Q4	$1.56M	Sell	3,288 -3,255	-50%	-$1.49M	1.19%	27
2021 Q3	$2.78M	Buy	6,543 +380	+6%	+$165K	0.7%	54
2021 Q2	$2.54M	Buy	6,163 +120	+2%	+$46.1K	0.79%	42
2021 Q1	$2.13M	Buy	6,043 +176	+3%	+$58.6K	0.59%	55
2020 Q4	$1.93M	Buy	5,867 +560	+11%	+$189K	0.56%	60
2020 Q3	$1.91M	Sell	5,307 -241	-4%	-$85K	0.63%	51
2020 Q2	$1.86M	Buy	+5,548	New	+$1.67M	0.61%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bruderman Asset Management's SPGI Position: Q2 2022 in Review

Bruderman Asset Management reduced its S&P Global (SPGI) stake by 2.2% in Q2 2022, selling an estimated $15.7K and leaving 1,944 shares worth $655K. The position accounts for 1.18% of the portfolio, ranked #35.

Bruderman Asset Management first reported a position in SPGI in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.78M in Q3 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Bruderman Asset Management held 1,944 shares of S&P Global worth $655K as of Q2 2022.
Bruderman Asset Management sold 44 S&P Global shares in Q2 2022, an estimated $15.7K.
S&P Global made up 1.18% of Bruderman Asset Management's portfolio in Q2 2022, its #35 holding.
Bruderman Asset Management first reported a position in S&P Global in Q2 2020 and has held it in 9 quarters since.
Bruderman Asset Management's S&P Global position peaked at $2.78M in Q3 2021.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.