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

Cranbrook 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
2021
Q4 		– Sell
-56
Closed -$24K – 416
2021
Q3 		$24K Hold
56
– – 0.01% 241
2021
Q2 		$23K Sell
56
-7
-11% -$2.69K 0.01% 232
2021
Q1 		$22K Buy
63
+8
+15% +$2.66K 0.01% 241
2020
Q4 		$18K Hold
55
– – ﹤0.01% 212
2020
Q3 		$20K Hold
55
– – 0.01% 181
2020
Q2 		$18K Hold
55
– – 0.01% 184
2020
Q1 		$14K Hold
55
– – ﹤0.01% 184
2019
Q4 		$15K Buy
+55
New +$14.3K ﹤0.01% 190

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cranbrook Wealth Management's SPGI Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 56 shares — an estimated $24K sold.

Cranbrook Wealth Management first reported a position in SPGI in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q3 2021. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 56 S&P Global shares in Q4 2021, an estimated $24K.
  • Cranbrook Wealth Management first reported a position in S&P Global in Q4 2019 and held it in 8 quarters.
  • Cranbrook Wealth Management's S&P Global position peaked at $24K in Q3 2021.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.