EA Series Trust’s S&P Global SPGI Stock Holding History

EA Series Trust’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 Q2	$2.07M	Buy	+5,161	New	+$1.89M	0.07%	380

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EA Series Trust's SPGI Position: Q2 2023 in Review

EA Series Trust opened a new position in S&P Global (SPGI) in Q2 2023: 5,161 shares worth $2.07M. The stake represents 0.07% of the portfolio and ranks #380 among its holdings.

1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

EA Series Trust held 5,161 shares of S&P Global worth $2.07M as of Q2 2023.
S&P Global was a new EA Series Trust position in Q2 2023.
S&P Global made up 0.07% of EA Series Trust's portfolio in Q2 2023, its #380 holding.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.