Capital Directions Investment Advisors’s S&P Global SPGI Stock Holding History

Capital Directions Investment 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
2022 Q4	$38.5K	Buy	+115	New	+$37.9K	0.01%	134
2022 Q3	–	Sell	-115	Closed	-$41.1K	–	127
2022 Q2	$39K	Hold	115	–	–	0.01%	139
2022 Q1	$47K	Buy	+115	New	+$46.8K	0.01%	147
2021 Q4	–	Sell	-115	Closed	-$49K	–	197
2021 Q3	$49K	Hold	115	–	–	0.02%	141
2021 Q2	$47K	Buy	+115	New	+$44.2K	0.01%	124
2021 Q1	–	Sell	-115	Closed	-$38K	–	323
2020 Q4	$38K	Hold	115	–	–	0.01%	124
2020 Q3	$41K	Hold	115	–	–	0.02%	118
2020 Q2	$38K	Hold	115	–	–	0.02%	119
2020 Q1	$28K	Hold	115	–	–	0.01%	143
2019 Q4	$31K	Hold	115	–	–	0.01%	161
2019 Q3	$28K	Buy	+115	New	+$28.7K	0.01%	166

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Directions Investment Advisors's SPGI Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in S&P Global (SPGI) in Q4 2022: 115 shares worth $38.5K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SPGI as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SPGI in Q3 2019 and has held it in 11 quarters since. The position peaked at $49K in Q3 2021. 1,570 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Capital Directions Investment Advisors held 115 shares of S&P Global worth $38.5K as of Q4 2022.
S&P Global was a new Capital Directions Investment Advisors position in Q4 2022.
S&P Global made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #134 holding.
Capital Directions Investment Advisors first reported a position in S&P Global in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's S&P Global position peaked at $49K in Q3 2021.
1,570 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.