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EdgeRock Capital’s S&P Global SPGI Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-94
Closed -$41.9K – 256
2024
Q2 		$41.9K Buy
+94
New +$40.3K 0.03% 120
2024
Q1 		– Sell
-95
Closed -$43.1K – 271
2023
Q4 		$43.1K Buy
+95
New +$37.5K 0.03% 122
2022
Q4 		– Sell
-94
Closed -$29K – 343
2022
Q3 		$29K Buy
+94
New +$33.6K 0.02% 135

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

EdgeRock Capital's SPGI Position: Q3 2024 in Review

EdgeRock Capital sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 94 shares — an estimated $41.9K sold.

EdgeRock Capital first reported a position in SPGI in Q3 2022 and held it in 3 quarters. The position peaked at $43.1K in Q4 2023. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • EdgeRock Capital reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 94 S&P Global shares in Q3 2024, an estimated $41.9K.
  • EdgeRock Capital first reported a position in S&P Global in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's S&P Global position peaked at $43.1K in Q4 2023.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.