DTL
SPGI icon

Dynamic Technology Lab’s S&P Global SPGI Stock Holding History

Dynamic Technology Lab’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
2024
Q2 		– Sell
-4,071
Closed -$1.73M – 1358
2024
Q1 		$1.73M Buy
+4,071
New +$1.76M 0.19% 150
2023
Q4 		– Sell
-1,963
Closed -$717K – 1374
2023
Q3 		$717K Buy
+1,963
New +$772K 0.07% 369
2023
Q2 		– Sell
-3,555
Closed -$1.23M – 1397
2023
Q1 		$1.23M Buy
3,555
+741
+26% +$261K 0.11% 313
2022
Q4 		$943K Sell
2,814
-4,467
-61% -$1.47M 0.09% 360
2022
Q3 		$2.22M Buy
+7,281
New +$2.6M 0.22% 106
2020
Q2 		– Sell
-2,467
Closed -$605K – 1315
2020
Q1 		$605K Buy
2,467
+1,002
+68% +$275K 0.12% 300
2019
Q4 		$400K Sell
1,465
-1,968
-57% -$511K 0.06% 549
2019
Q3 		$841K Buy
+3,433
New +$858K 0.15% 202
2018
Q4 		– Sell
-6,330
Closed -$1.24M – 1288
2018
Q3 		$1.24M Buy
+6,330
New +$1.31M 0.17% 154
2017
Q4 		– Sell
-1,460
Closed -$228K – 1313
2017
Q3 		$228K Sell
1,460
-8,820
-86% -$1.34M 0.04% 858
2017
Q2 		$1.5M Buy
+10,280
New +$1.43M 0.28% 28
2017
Q1 		– Sell
-11,502
Closed -$1.24M – 1252
2016
Q4 		$1.24M Buy
+11,502
New +$1.37M 0.33% 19

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return