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Cahill Financial Advisors’s S&P Global SPGI Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-399
Closed -$206K – 272
2024
Q3 		$206K Buy
+399
New +$197K 0.03% 248
2021
Q4 		– Sell
-390
Closed -$166K – 693
2021
Q3 		$166K Buy
+390
New +$169K 0.03% 225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cahill Financial Advisors's SPGI Position: Q4 2024 in Review

Cahill Financial Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 399 shares — an estimated $206K sold.

Cahill Financial Advisors first reported a position in SPGI in Q3 2021 and held it in 2 quarters. The position peaked at $206K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Cahill Financial Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 399 S&P Global shares in Q4 2024, an estimated $206K.
  • Cahill Financial Advisors first reported a position in S&P Global in Q3 2021 and held it in 2 quarters.
  • Cahill Financial Advisors's S&P Global position peaked at $206K in Q3 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Cahill Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.