Essential Planning’s S&P Global SPGI Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-424	Closed	-$215K	–	261
2024 Q4	$215K	Buy	+424	New	+$215K	﹤0.01%	304

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Essential Planning's SPGI Position: Q1 2025 in Review

Essential Planning sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 424 shares — an estimated $215K sold.

Essential Planning first reported a position in SPGI in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Essential Planning reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 424 S&P Global shares in Q1 2025, an estimated $215K.
Essential Planning first reported a position in S&P Global in Q4 2024 and held it in 1 quarter.
Essential Planning's S&P Global position peaked at $215K in Q4 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.