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

Doyle 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
2022 Q3	$12.2M	Buy	39,944 +1	+0%	+$358	1.05%	38
2022 Q2	$13.5M	Buy	39,943 +1,437	+4%	+$512K	1.09%	35
2022 Q1	$15.8M	Buy	38,506 +912	+2%	+$371K	1.14%	35
2021 Q4	$17.7M	Buy	37,594 +172	+0.5%	+$78.7K	1.27%	32
2021 Q3	$15.9M	Buy	37,422 +330	+0.9%	+$143K	1.26%	31
2021 Q2	$15.2M	Buy	37,092 +2,569	+7%	+$987K	1.26%	32
2021 Q1	$12.2M	Buy	34,523 +31,773	+1,155%	+$10.6M	1.17%	34
2020 Q4	$904K	Sell	2,750 -95	-3%	-$32K	0.09%	106
2020 Q3	$1.03M	Hold	2,845	–	–	0.12%	91
2020 Q2	$937K	Hold	2,845	–	–	0.12%	86
2020 Q1	$697K	Hold	2,845	–	–	0.11%	88
2019 Q4	$777K	Hold	2,845	–	–	0.1%	95
2019 Q3	$697K	Hold	2,845	–	–	0.1%	97
2019 Q2	$648K	Hold	2,845	–	–	0.09%	96
2019 Q1	$610K	Hold	2,845	–	–	0.09%	98
2018 Q4	$483K	Sell	2,845 -1,162	-29%	-$208K	0.08%	103
2018 Q3	$783K	Sell	4,007 -881	-18%	-$182K	0.12%	82
2018 Q2	$997K	Hold	4,888	–	–	0.16%	70
2018 Q1	$934K	Buy	4,888 +2,245	+85%	+$414K	0.16%	66
2017 Q4	$448K	Hold	2,643	–	–	0.08%	106
2017 Q3	$413K	Sell	2,643 -2,245	-46%	-$341K	0.07%	99
2017 Q2	$714K	Buy	4,888 +6	+0.1%	+$833	0.13%	69
2017 Q1	$638K	Buy	+4,882	New	+$607K	0.13%	70

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

Doyle Wealth Management's SPGI Position: Q3 2022 in Review

Doyle Wealth Management increased its S&P Global (SPGI) stake by 0% in Q3 2022, buying an estimated $358 and bringing the position to 39,944 shares worth $12.2M. The position accounts for 1.05% of the portfolio, ranked #38.

Doyle Wealth Management first reported a position in SPGI in Q1 2017 and has held it in 23 quarters since. The position peaked at $17.7M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Doyle Wealth Management held 39,944 shares of S&P Global worth $12.2M as of Q3 2022.
Doyle Wealth Management bought 1 S&P Global share in Q3 2022, an estimated $358.
S&P Global made up 1.05% of Doyle Wealth Management's portfolio in Q3 2022, its #38 holding.
Doyle Wealth Management first reported a position in S&P Global in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's S&P Global position peaked at $17.7M in Q4 2021.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.