FA
SPGI icon

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

Fortis 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
Q2 		– Sell
-25
Closed -$8.62K – 229
2023
Q1 		$8.62K Hold
25
– – 0.01% 209
2022
Q4 		$8.37K Hold
25
– – 0.01% 212
2022
Q3 		$8K Hold
25
– – 0.01% 209
2022
Q2 		$8K Hold
25
– – 0.01% 226
2022
Q1 		$10K Hold
25
– – 0.01% 236
2021
Q4 		$12K Hold
25
– – 0.01% 214
2021
Q3 		$11K Hold
25
– – 0.01% 220
2021
Q2 		$10K Hold
25
– – 0.01% 226
2021
Q1 		$9K Hold
25
– – 0.01% 197
2020
Q4 		$8K Buy
+25
New +$8.43K 0.01% 152
2020
Q2 		– Sell
-727
Closed -$178K – 309
2020
Q1 		$178K Buy
727
+33
+5% +$9.05K 0.12% 89
2019
Q4 		$189K Buy
+694
New +$180K 0.11% 131

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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