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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 		– Sell
-20,200
Closed -$62.6K – 839
2024
Q1 		$62.6K Buy
+20,200
New +$8.76M ﹤0.01% 741

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
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

Buckingham Strategic Wealth's SPGI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its S&P Global (SPGI) stake by 10% in Q2 2024, selling an estimated $1.1M and leaving 22,444 shares worth $10M. The position accounts for 0.1% of the portfolio, ranked #96.

Buckingham Strategic Wealth first reported a position in SPGI in Q1 2020 and has held it in 16 quarters since. The position peaked at $10.6M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Buckingham Strategic Wealth held 22,444 shares of S&P Global worth $10M as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,561 S&P Global shares in Q2 2024, an estimated $1.1M.
  • S&P Global made up 0.1% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #96 holding.
  • Buckingham Strategic Wealth first reported a position in S&P Global in Q1 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's S&P Global position peaked at $10.6M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.