EVM
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Evelyn V. Moreno’s S&P Global SPGI Stock Holding History

Evelyn V. Moreno’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
Q1 		– Sell
-1,056
Closed -$354K – 162
2022
Q4 		$354K Sell
1,056
-116
-10% -$38.2K 0.08% 116
2022
Q3 		$358K Buy
1,172
+18
+2% +$6.44K 0.16% 106
2022
Q2 		$389K Buy
+1,154
New +$411K 0.09% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Evelyn V. Moreno's SPGI Position: Q1 2023 in Review

Evelyn V. Moreno sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 1,056 shares — an estimated $354K sold.

Evelyn V. Moreno first reported a position in SPGI in Q2 2022 and held it in 3 quarters. The position peaked at $389K in Q2 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Evelyn V. Moreno reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,056 S&P Global shares in Q1 2023, an estimated $354K.
  • Evelyn V. Moreno first reported a position in S&P Global in Q2 2022 and held it in 3 quarters.
  • Evelyn V. Moreno's S&P Global position peaked at $389K in Q2 2022.
  • 1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.