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DSC Advisors’s S&P Global SPGI Stock Holding History

DSC Advisors’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
-1,278
Closed -$390K – 80
2022
Q3 		$390K Sell
1,278
-321
-20% -$115K 0.4% 51
2022
Q2 		$539K Buy
1,599
+307
+24% +$109K 0.54% 33
2022
Q1 		$530K Buy
1,292
+656
+103% +$267K 0.18% 48
2021
Q4 		$300K Buy
636
+112
+21% +$51.2K 0.23% 54
2021
Q3 		$223K Buy
+524
New +$227K 0.23% 64

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC Advisors's SPGI Position: Q4 2022 in Review

DSC Advisors sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 1,278 shares — an estimated $390K sold.

DSC Advisors first reported a position in SPGI in Q3 2021 and held it in 5 quarters. The position peaked at $539K in Q2 2022. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • DSC Advisors reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 1,278 S&P Global shares in Q4 2022, an estimated $390K.
  • DSC Advisors first reported a position in S&P Global in Q3 2021 and held it in 5 quarters.
  • DSC Advisors's S&P Global position peaked at $539K in Q2 2022.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.