Claris Advisors’s S&P Global SPGI Stock Holding History

Claris 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	-11	Closed	-$5.68K	–	993
2024 Q3	$5.68K	Buy	+11	New	+$5.44K	﹤0.01%	261

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

Claris Advisors's SPGI Position: Q4 2024 in Review

Claris Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 11 shares — an estimated $5.68K sold.

Claris Advisors first reported a position in SPGI in Q3 2024 and held it in 1 quarter. The position peaked at $5.68K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Claris Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 11 S&P Global shares in Q4 2024, an estimated $5.68K.
Claris Advisors first reported a position in S&P Global in Q3 2024 and held it in 1 quarter.
Claris Advisors's S&P Global position peaked at $5.68K in Q3 2024.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.