First Personal Financial Services’s S&P Global SPGI Stock Holding History

First Personal Financial Services’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 Q3	$28.9K	Buy	+56	New	+$27.7K	0.01%	235
2020 Q1	–	Sell	-12	Closed	-$3K	–	490
2019 Q4	$3K	Sell	12 -214	-95%	-$55.6K	﹤0.01%	341
2019 Q3	$55K	Sell	226 -10	-4%	-$2.5K	0.02%	232
2019 Q2	$54K	Buy	236 +12	+5%	+$2.62K	0.02%	274
2019 Q1	$47K	Sell	224 -12	-5%	-$2.32K	0.01%	288
2018 Q4	$40K	Sell	236 -21	-8%	-$3.76K	0.01%	287
2018 Q3	$50K	Buy	257 +93	+57%	+$19.2K	0.02%	288
2018 Q2	$33K	Sell	164 -194	-54%	-$38.3K	0.01%	333
2018 Q1	$69K	Hold	358	–	–	0.02%	371
2017 Q4	$61K	Buy	358 +134	+60%	+$21.9K	0.01%	429
2017 Q3	$35K	Hold	224	–	–	0.01%	490
2017 Q2	$33K	Hold	224	–	–	0.01%	494
2017 Q1	$29K	Sell	224 -20	-8%	-$2.49K	0.01%	501
2016 Q4	$26K	Buy	244 +132	+118%	+$15.8K	0.01%	502
2016 Q3	$14K	Sell	112 -26	-19%	-$3.12K	﹤0.01%	504
2016 Q2	$15K	Buy	+138	New	+$14.8K	0.01%	474

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

First Personal Financial Services's SPGI Position: Q3 2024 in Review

First Personal Financial Services opened a new position in S&P Global (SPGI) in Q3 2024: 56 shares worth $28.9K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SPGI as recently as Q4 2019.

First Personal Financial Services first reported a position in SPGI in Q2 2016 and has held it in 16 quarters since. The position peaked at $69K in Q1 2018. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

First Personal Financial Services held 56 shares of S&P Global worth $28.9K as of Q3 2024.
S&P Global was a new First Personal Financial Services position in Q3 2024.
S&P Global made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #235 holding.
First Personal Financial Services first reported a position in S&P Global in Q2 2016 and has held it in 16 quarters since.
First Personal Financial Services's S&P Global position peaked at $69K in Q1 2018.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.