EFMC
SPGI icon

Empire Financial Management Company’s S&P Global SPGI Stock Holding History

Empire Financial Management Company’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
Q4 		– Sell
-999
Closed -$365K – 199
2023
Q3 		$365K Buy
999
+22
+2% +$8.65K 0.16% 141
2023
Q2 		$392K Buy
977
+104
+12% +$38K 0.16% 139
2023
Q1 		$301K Buy
+873
New +$307K 0.12% 162

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Empire Financial Management Company's SPGI Position: Q4 2023 in Review

Empire Financial Management Company sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 999 shares — an estimated $365K sold.

Empire Financial Management Company first reported a position in SPGI in Q1 2023 and held it in 3 quarters. The position peaked at $392K in Q2 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Empire Financial Management Company reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 999 S&P Global shares in Q4 2023, an estimated $365K.
  • Empire Financial Management Company first reported a position in S&P Global in Q1 2023 and held it in 3 quarters.
  • Empire Financial Management Company's S&P Global position peaked at $392K in Q2 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Empire Financial Management Company's 13F filing for Q4 2023, filed 15 Feb 2024.