Central Valley Advisors’s S&P Global SPGI Stock Holding History

Central Valley 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
2024 Q4	–	Sell	-3,215	Closed	-$1.66M	–	145
2024 Q3	$1.66M	Buy	3,215 +76	+2%	+$37.6K	0.94%	32
2024 Q2	$1.58M	Buy	3,139 +85	+3%	+$36.5K	0.67%	43
2024 Q1	$1.3M	Buy	3,054 +307	+11%	+$133K	0.67%	44
2023 Q4	$1.21M	Buy	+2,747	New	+$1.08M	0.71%	44

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Central Valley Advisors's SPGI Position: Q4 2024 in Review

Central Valley Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 3,215 shares — an estimated $1.66M sold.

Central Valley Advisors first reported a position in SPGI in Q4 2023 and held it in 4 quarters. The position peaked at $1.66M in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Central Valley Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
Central Valley Advisors sold 3,215 S&P Global shares in Q4 2024, an estimated $1.66M.
Central Valley Advisors first reported a position in S&P Global in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's S&P Global position peaked at $1.66M in Q3 2024.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Central Valley Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.