Epic Trust Investment Advisors’s S&P Global SPGI Stock Holding History

Epic Trust Investment Advisors’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	$379K	Buy	850 +32	+4%	+$13.7K	0.42%	61
2024 Q1	$348K	Buy	818 +8	+1%	+$3.47K	0.43%	65
2023 Q4	$357K	Sell	810 -20	-2%	-$7.89K	0.48%	57
2023 Q3	$303K	Buy	830 +1	+0.1%	+$393	0.48%	61
2023 Q2	$332K	Sell	829 -312	-27%	-$114K	0.47%	55
2023 Q1	$393K	Sell	1,141 -513	-31%	-$181K	0.48%	58
2022 Q4	$544K	Sell	1,654 -29	-2%	-$9.56K	0.82%	34
2022 Q3	$514K	Buy	+1,683	New	+$602K	0.71%	40

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's SPGI Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its S&P Global (SPGI) stake by 3.9% in Q2 2024, buying an estimated $13.7K and bringing the position to 850 shares worth $379K. The position accounts for 0.42% of the portfolio, ranked #61.

Epic Trust Investment Advisors first reported a position in SPGI in Q3 2022 and has held it in 8 quarters since. The position peaked at $544K in Q4 2022. 1,837 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

Epic Trust Investment Advisors held 850 shares of S&P Global worth $379K as of Q2 2024.
Epic Trust Investment Advisors bought 32 S&P Global shares in Q2 2024, an estimated $13.7K.
S&P Global made up 0.42% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #61 holding.
Epic Trust Investment Advisors first reported a position in S&P Global in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's S&P Global position peaked at $544K in Q4 2022.
1,837 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.