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Cary Street Partners Asset Management’s S&P Global SPGI Stock Holding History

Cary Street Partners Asset 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
Q3 		$302K Buy
585
+47
+9% +$23.3K 0.04% 181
2024
Q2 		$240K Buy
+538
New +$231K 0.04% 192

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Cary Street Partners Asset Management's SPGI Position: Q3 2024 in Review

Cary Street Partners Asset Management increased its S&P Global (SPGI) stake by 8.7% in Q3 2024, buying an estimated $23.3K and bringing the position to 585 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #181.

Cary Street Partners Asset Management first reported a position in SPGI in Q2 2024 and has held it in 2 quarters since. 1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Cary Street Partners Asset Management held 585 shares of S&P Global worth $302K as of Q3 2024.
  • Cary Street Partners Asset Management bought 47 S&P Global shares in Q3 2024, an estimated $23.3K.
  • S&P Global made up 0.04% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #181 holding.
  • Cary Street Partners Asset Management first reported a position in S&P Global in Q2 2024 and has held it in 2 quarters since.
  • 1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.