Dowling & Yahnke’s S&P Global SPGI Stock Holding History

Dowling & Yahnke’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 Q3	$221K	Buy	723 +27	+4%	+$9.66K	0.01%	341
2022 Q2	$235K	Sell	696 -63	-8%	-$22.5K	0.01%	335
2022 Q1	$311K	Buy	759 +62	+9%	+$25.3K	0.01%	309
2021 Q4	$329K	Buy	697 +50	+8%	+$22.9K	0.02%	309
2021 Q3	$275K	Buy	647 +32	+5%	+$13.9K	0.02%	318
2021 Q2	$252K	Hold	615	–	–	0.01%	325
2021 Q1	$217K	Buy	+615	New	+$205K	0.01%	321
2020 Q4	–	Sell	-595	Closed	-$215K	–	330
2020 Q3	$215K	Buy	+595	New	+$210K	0.02%	291
2019 Q2	–	Sell	-1,470	Closed	-$310K	–	299
2019 Q1	$310K	Buy	1,470 +2	+0.1%	+$387	0.03%	229
2018 Q4	$268K	Hold	1,468	–	–	0.03%	228
2018 Q3	$287K	Hold	1,468	–	–	0.03%	254
2018 Q2	$299K	Hold	1,468	–	–	0.03%	245
2018 Q1	$280K	Hold	1,468	–	–	0.03%	254
2017 Q4	$249K	Hold	1,468	–	–	0.02%	269
2017 Q3	$229K	Hold	1,468	–	–	0.02%	263
2017 Q2	$214K	Buy	+1,468	New	+$204K	0.02%	264

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dowling & Yahnke's SPGI Position: Q3 2022 in Review

Dowling & Yahnke increased its S&P Global (SPGI) stake by 3.9% in Q3 2022, buying an estimated $9.66K and bringing the position to 723 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #341.

Dowling & Yahnke first reported a position in SPGI in Q2 2017 and has held it in 16 quarters since. The position peaked at $329K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Dowling & Yahnke held 723 shares of S&P Global worth $221K as of Q3 2022.
Dowling & Yahnke bought 27 S&P Global shares in Q3 2022, an estimated $9.66K.
S&P Global made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #341 holding.
Dowling & Yahnke first reported a position in S&P Global in Q2 2017 and has held it in 16 quarters since.
Dowling & Yahnke's S&P Global position peaked at $329K in Q4 2021.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.