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Fiducient Advisors’s S&P Global SPGI Stock Holding History

Fiducient 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
2023
Q1 		– Sell
-895
Closed -$300K – 148
2022
Q4 		$300K Hold
895
– – 0.09% 138
2022
Q3 		$273K Hold
895
– – 0.13% 47
2022
Q2 		$302K Hold
895
– – 0.11% 67
2022
Q1 		$367K Hold
895
– – 0.14% 43
2021
Q4 		$422K Buy
+895
New +$409K 0.13% 34

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

Fiducient Advisors's SPGI Position: Q1 2023 in Review

Fiducient Advisors sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 895 shares — an estimated $300K sold.

Fiducient Advisors first reported a position in SPGI in Q4 2021 and held it in 5 quarters. The position peaked at $422K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Fiducient Advisors reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Fiducient Advisors sold 895 S&P Global shares in Q1 2023, an estimated $300K.
  • Fiducient Advisors first reported a position in S&P Global in Q4 2021 and held it in 5 quarters.
  • Fiducient Advisors's S&P Global position peaked at $422K in Q4 2021.
  • 1,596 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.