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Buckingham Strategic Wealth’s S&P Global SPGI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$10M Sell
22,444
-2,561
-10% -$1.1M 0.1% 96
2024
Q1 		$10.6M Buy
25,005
+21,064
+534% +$9.13M 0.11% 96
2023
Q4 		$1.74M Buy
3,941
+17
+0.4% +$6.71K 0.02% 254
2023
Q3 		$1.43M Buy
3,924
+100
+3% +$39.3K 0.02% 248
2023
Q2 		$1.53M Buy
3,824
+42
+1% +$15.3K 0.02% 245
2023
Q1 		$1.27M Hold
3,782
– – 0.02% 239
2022
Q4 		$1.27M Sell
3,782
-392
-9% -$129K 0.02% 240
2022
Q3 		$1.27M Sell
4,174
-15
-0.4% -$5.37K 0.03% 228
2022
Q2 		$1.41M Buy
4,189
+100
+2% +$35.6K 0.03% 221
2022
Q1 		$1.68M Buy
4,089
+210
+5% +$85.5K 0.03% 204
2021
Q4 		$1.83M Buy
3,879
+161
+4% +$73.7K 0.04% 190
2021
Q3 		$1.58M Sell
3,718
-157
-4% -$68K 0.03% 204
2021
Q2 		$1.59M Sell
3,875
-114
-3% -$43.8K 0.04% 200
2021
Q1 		$1.41M Sell
3,989
-101
-2% -$33.6K 0.07% 195
2020
Q4 		$1.34M Buy
+4,090
New +$1.38M 0.07% 191
2020
Q2 		– Sell
-1,480
Closed -$363K – 466
2020
Q1 		$363K Buy
+1,480
New +$406K 0.04% 303

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return