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Clear Rock Advisors’s S&P Global SPGI Stock Holding History

Clear Rock 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
Q2 		$2.58M Buy
5,793
+218
+4% +$93.5K 1.1% 33
2024
Q1 		$2.37M Buy
5,575
+220
+4% +$95.4K 1.03% 32
2023
Q4 		$2.34M Buy
+5,355
New +$2.11M 1.06% 30

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Rock Advisors's SPGI Position: Q2 2024 in Review

Clear Rock Advisors increased its S&P Global (SPGI) stake by 3.9% in Q2 2024, buying an estimated $93.5K and bringing the position to 5,793 shares worth $2.58M. The position accounts for 1.1% of the portfolio, ranked #33.

Clear Rock Advisors first reported a position in SPGI in Q4 2023 and has held it in 3 quarters since. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Clear Rock Advisors held 5,793 shares of S&P Global worth $2.58M as of Q2 2024.
  • Clear Rock Advisors bought 218 S&P Global shares in Q2 2024, an estimated $93.5K.
  • S&P Global made up 1.1% of Clear Rock Advisors's portfolio in Q2 2024, its #33 holding.
  • Clear Rock Advisors first reported a position in S&P Global in Q4 2023 and has held it in 3 quarters since.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.