EFG Capital International’s S&P Global SPGI Stock Holding History

EFG Capital International’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	$3.77M	Buy	+9,400	New	+$3.43M	0.87%	39

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EFG Capital International's SPGI Position: Q2 2023 in Review

EFG Capital International opened a new position in S&P Global (SPGI) in Q2 2023: 9,400 shares worth $3.77M. The stake represents 0.87% of the portfolio and ranks #39 among its holdings.

1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

EFG Capital International held 9,400 shares of S&P Global worth $3.77M as of Q2 2023.
S&P Global was a new EFG Capital International position in Q2 2023.
S&P Global made up 0.87% of EFG Capital International's portfolio in Q2 2023, its #39 holding.
1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.