Coury Firm Asset Management’s S&P Global SPGI Stock Holding History

Coury Firm Asset 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
2023 Q3	$267K	Buy	+730	New	+$287K	0.43%	34

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Coury Firm Asset Management's SPGI Position: Q3 2023 in Review

Coury Firm Asset Management opened a new position in S&P Global (SPGI) in Q3 2023: 730 shares worth $267K. The stake represents 0.43% of the portfolio and ranks #34 among its holdings.

1,624 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

Coury Firm Asset Management held 730 shares of S&P Global worth $267K as of Q3 2023.
S&P Global was a new Coury Firm Asset Management position in Q3 2023.
S&P Global made up 0.43% of Coury Firm Asset Management's portfolio in Q3 2023, its #34 holding.
1,624 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.