DI
SPGI icon

Disciplined Investments’s S&P Global SPGI Stock Holding History

Disciplined Investments’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 		– Sell
-13
Closed -$5.21K – 1339
2023
Q2 		$5.21K Sell
13
-2
-13% -$731 ﹤0.01% 412
2023
Q1 		$5.17K Buy
15
+1
+7% +$352 ﹤0.01% 436
2022
Q4 		$4.69K Hold
14
– – ﹤0.01% 407
2022
Q3 		$4K Sell
14
-1
-7% -$358 ﹤0.01% 473
2022
Q2 		$5K Buy
15
+3
+25% +$1.07K ﹤0.01% 452
2022
Q1 		$5K Buy
+12
New +$4.89K ﹤0.01% 468
2020
Q4 		– Sell
-4
Closed -$1K – 405
2020
Q3 		$1K Hold
4
– – ﹤0.01% 391
2020
Q2 		$1K Hold
4
– – ﹤0.01% 393
2020
Q1 		$1K Hold
4
– – ﹤0.01% 406
2019
Q4 		$1K Buy
+4
New +$1.04K ﹤0.01% 415

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return