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Cedar Brook Financial Partners’s S&P Global SPGI Stock Holding History

Cedar Brook Financial Partners’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
2023
Q3 		– Sell
-608
Closed -$244K – 419
2023
Q2 		$244K Sell
608
-61
-9% -$22.3K 0.06% 329
2023
Q1 		$231K Sell
669
-27
-4% -$9.5K 0.06% 325
2022
Q4 		$233K Sell
696
-33
-5% -$10.9K 0.07% 312
2022
Q3 		$223K Buy
729
+4
+0.6% +$1.43K 0.07% 302
2022
Q2 		$244K Sell
725
-10
-1% -$3.56K 0.08% 284
2022
Q1 		$301K Buy
735
+20
+3% +$8.15K 0.08% 282
2021
Q4 		$337K Buy
715
+79
+12% +$36.1K 0.09% 253
2021
Q3 		$270K Sell
636
-112
-15% -$48.5K 0.08% 267
2021
Q2 		$307K Buy
748
+15
+2% +$5.76K 0.09% 266
2021
Q1 		$259K Sell
733
-13
-2% -$4.33K 0.09% 260
2020
Q4 		$245K Sell
746
-34
-4% -$11.5K 0.09% 258
2020
Q3 		$281K Sell
780
-3
-0.4% -$1.06K 0.11% 211
2020
Q2 		$258K Buy
+783
New +$235K 0.12% 220
2020
Q1 		– Sell
-769
Closed -$210K – 294
2019
Q4 		$210K Buy
+769
New +$200K 0.09% 269

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cedar Brook Financial Partners's SPGI Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 608 shares — an estimated $244K sold.

Cedar Brook Financial Partners first reported a position in SPGI in Q4 2019 and held it in 14 quarters. The position peaked at $337K in Q4 2021. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 608 S&P Global shares in Q3 2023, an estimated $244K.
  • Cedar Brook Financial Partners first reported a position in S&P Global in Q4 2019 and held it in 14 quarters.
  • Cedar Brook Financial Partners's S&P Global position peaked at $337K in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.