Farmers & Merchants Trust Co of Chambersburg PA’s S&P Global SPGI Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	-66	Closed	-$24K	–	447
2023 Q3	$24K	Hold	66	–	–	0.02%	249
2023 Q2	$26K	Hold	66	–	–	0.02%	235
2023 Q1	$23K	Hold	66	–	–	0.02%	230
2022 Q4	$22K	Hold	66	–	–	0.02%	231
2022 Q3	$20K	Hold	66	–	–	0.02%	222
2022 Q2	$22K	Hold	66	–	–	0.02%	223
2022 Q1	$27K	Hold	66	–	–	0.02%	215
2021 Q4	$31K	Buy	+66	New	+$30.2K	0.02%	204

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Farmers & Merchants Trust Co of Chambersburg PA's SPGI Position: Q4 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 66 shares — an estimated $24K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in SPGI in Q4 2021 and held it in 8 quarters. The position peaked at $31K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 66 S&P Global shares in Q4 2023, an estimated $24K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in S&P Global in Q4 2021 and held it in 8 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's S&P Global position peaked at $31K in Q4 2021.
1,770 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q4 2023, filed 23 Jan 2024.