DI
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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 – 1337
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 – 404
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Disciplined Investments's SPGI Position: Q3 2023 in Review

Disciplined Investments sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 13 shares — an estimated $5.21K sold.

Disciplined Investments first reported a position in SPGI in Q4 2019 and held it in 10 quarters. The position peaked at $5.21K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Disciplined Investments reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 S&P Global shares in Q3 2023, an estimated $5.21K.
  • Disciplined Investments first reported a position in S&P Global in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's S&P Global position peaked at $5.21K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.