Burleson & Co’s S&P Global SPGI Stock Holding History

Burleson & Co’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	-1	Closed	–	–	508
2022 Q1	$0	Buy	+1	New	+$407	﹤0.01%	453

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

Burleson & Co's SPGI Position: Q2 2022 in Review

Burleson & Co sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 1 share.

Burleson & Co first reported a position in SPGI in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Burleson & Co reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 1 S&P Global share in Q2 2022.
Burleson & Co first reported a position in S&P Global in Q1 2022 and held it in 1 quarter.
Burleson & Co's S&P Global position peaked at $0 in Q1 2022.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.