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Cutter & Co Brokerage’s S&P Global SPGI Stock Holding History

Cutter & Co Brokerage’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
2022
Q4 		– Sell
-1,744
Closed -$532K – 229
2022
Q3 		$532K Sell
1,744
-34
-2% -$12.2K 0.2% 92
2022
Q2 		$599K Buy
1,778
+1
+0.1% +$356 0.2% 94
2022
Q1 		$729K Sell
1,777
-557
-24% -$227K 0.22% 89
2021
Q4 		$1.1M Sell
2,334
-7
-0.3% -$3.2K 0.3% 78
2021
Q3 		$995K Sell
2,341
-119
-5% -$51.6K 0.24% 98
2021
Q2 		$1.01M Buy
2,460
+91
+4% +$35K 0.23% 96
2021
Q1 		$836K Sell
2,369
-59
-2% -$19.6K 0.2% 107
2020
Q4 		$798K Buy
2,428
+181
+8% +$61.1K 0.21% 103
2020
Q3 		$810K Buy
2,247
+322
+17% +$114K 0.24% 92
2020
Q2 		$634K Buy
1,925
+27
+1% +$8.12K 0.21% 99
2020
Q1 		$465K Sell
1,898
-15
-0.8% -$4.11K 0.18% 114
2019
Q4 		$522K Buy
1,913
+110
+6% +$28.6K 0.18% 114
2019
Q3 		$442K Buy
1,803
+70
+4% +$17.5K 0.14% 158
2019
Q2 		$395K Sell
1,733
-30
-2% -$6.55K 0.12% 177
2019
Q1 		$371K Buy
1,763
+108
+7% +$20.9K 0.11% 175
2018
Q4 		$281K Hold
1,655
– – 0.11% 183
2018
Q3 		$323K Hold
1,655
– – 0.11% 176
2018
Q2 		$337K Hold
1,655
– – 0.13% 160
2018
Q1 		$316K Buy
+1,655
New +$305K 0.12% 163

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cutter & Co Brokerage's SPGI Position: Q4 2022 in Review

Cutter & Co Brokerage sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 1,744 shares — an estimated $532K sold.

Cutter & Co Brokerage first reported a position in SPGI in Q1 2018 and held it in 19 quarters. The position peaked at $1.1M in Q4 2021. 1,568 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • Cutter & Co Brokerage reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,744 S&P Global shares in Q4 2022, an estimated $532K.
  • Cutter & Co Brokerage first reported a position in S&P Global in Q1 2018 and held it in 19 quarters.
  • Cutter & Co Brokerage's S&P Global position peaked at $1.1M in Q4 2021.
  • 1,568 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Cutter & Co Brokerage's 13F filing for Q4 2022, filed 3 Feb 2023.