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

Buckhead 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 Q2	–	Sell	-585	Closed	-$240K	–	139
2022 Q1	$240K	Sell	585 -105	-15%	-$42.8K	0.05%	132
2021 Q4	$326K	Sell	690 -65	-9%	-$29.7K	0.07%	122
2021 Q3	$321K	Hold	755	–	–	0.07%	120
2021 Q2	$310K	Sell	755 -25	-3%	-$9.61K	0.07%	128
2021 Q1	$275K	Buy	780 +40	+5%	+$13.3K	0.06%	133
2020 Q4	$243K	Buy	740 +105	+17%	+$35.4K	0.06%	127
2020 Q3	$229K	Buy	+635	New	+$224K	0.07%	117

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

Buckhead Capital Management's SPGI Position: Q2 2022 in Review

Buckhead Capital Management sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 585 shares — an estimated $240K sold.

Buckhead Capital Management first reported a position in SPGI in Q3 2020 and held it in 7 quarters. The position peaked at $326K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Buckhead Capital Management reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Buckhead Capital Management sold 585 S&P Global shares in Q2 2022, an estimated $240K.
Buckhead Capital Management first reported a position in S&P Global in Q3 2020 and held it in 7 quarters.
Buckhead Capital Management's S&P Global position peaked at $326K in Q4 2021.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Buckhead Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.