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Campbell Wealth Management’s S&P Global SPGI Stock Holding History

Campbell Wealth 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
2024
Q4 		$314K Buy
+630
New +$320K 0.03% 67
2024
Q3 		– Sell
-640
Closed -$285K – 83
2024
Q2 		$285K Hold
640
– – 0.09% 33
2024
Q1 		$272K Buy
+640
New +$277K 0.03% 68

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

Campbell Wealth Management's SPGI Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in S&P Global (SPGI) in Q4 2024: 630 shares worth $314K. The stake represents 0.03% of the portfolio and ranks #67 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in SPGI as recently as Q2 2024.

Campbell Wealth Management first reported a position in SPGI in Q1 2024 and has held it in 3 quarters since. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Campbell Wealth Management held 630 shares of S&P Global worth $314K as of Q4 2024.
  • S&P Global was a new Campbell Wealth Management position in Q4 2024.
  • S&P Global made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Campbell Wealth Management first reported a position in S&P Global in Q1 2024 and has held it in 3 quarters since.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.