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

Cedar 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
2026 Q1	–	Sell	-4	Closed	-$2.09K	–	202
2025 Q4	$2.09K	Hold	4	–	–	﹤0.01%	218
2025 Q3	$1.95K	Hold	4	–	–	﹤0.01%	231
2025 Q2	$2.11K	Hold	4	–	–	﹤0.01%	216
2025 Q1	$2.03K	Hold	4	–	–	﹤0.01%	177
2024 Q4	$1.99K	Hold	4	–	–	﹤0.01%	175
2024 Q3	$2.07K	Hold	4	–	–	﹤0.01%	246
2024 Q2	$1.78K	Hold	4	–	–	﹤0.01%	282
2024 Q1	$1.7K	Hold	4	–	–	﹤0.01%	318
2023 Q4	$1.76K	Hold	4	–	–	﹤0.01%	261
2023 Q3	$1.46K	Hold	4	–	–	﹤0.01%	268
2023 Q2	$1.6K	Hold	4	–	–	﹤0.01%	280
2023 Q1	$1.38K	Hold	4	–	–	﹤0.01%	284
2022 Q4	$1.34K	Hold	4	–	–	﹤0.01%	282
2022 Q3	$1K	Sell	4 -4	-50%	-$1.43K	﹤0.01%	327
2022 Q2	$3K	Hold	8	–	–	﹤0.01%	308
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	341
2021 Q4	$4K	Buy	+8	New	+$3.66K	﹤0.01%	326

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cedar Wealth Management's SPGI Position: Q1 2026 in Review

Cedar Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 4 shares — an estimated $2.09K sold.

Cedar Wealth Management first reported a position in SPGI in Q4 2021 and held it in 17 quarters. The position peaked at $4K in Q4 2021. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Cedar Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 4 S&P Global shares in Q1 2026, an estimated $2.09K.
Cedar Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 17 quarters.
Cedar Wealth Management's S&P Global position peaked at $4K in Q4 2021.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.