FourThought Financial’s S&P Global SPGI Stock Holding History

FourThought Financial’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
2022 Q3	$155K	Sell	507 -279	-35%	-$99.8K	0.02%	341
2022 Q2	$265K	Sell	786 -412	-34%	-$147K	0.04%	281
2022 Q1	$490K	Buy	1,198 +298	+33%	+$121K	0.06%	202
2021 Q4	$425K	Sell	900 -86	-9%	-$39.3K	0.05%	226
2021 Q3	$418K	Buy	986 +27	+3%	+$11.7K	0.06%	227
2021 Q2	$393K	Sell	959 -40	-4%	-$15.4K	0.05%	243
2021 Q1	$352K	Buy	999 +16	+2%	+$5.33K	0.05%	258
2020 Q4	$323K	Buy	+983	New	+$332K	0.05%	268

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FourThought Financial's SPGI Position: Q3 2022 in Review

FourThought Financial reduced its S&P Global (SPGI) stake by 35% in Q3 2022, selling an estimated $99.8K and leaving 507 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #341.

FourThought Financial first reported a position in SPGI in Q4 2020 and has held it in 8 quarters since. The position peaked at $490K in Q1 2022. 1,500 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

FourThought Financial held 507 shares of S&P Global worth $155K as of Q3 2022.
FourThought Financial sold 279 S&P Global shares in Q3 2022, an estimated $99.8K.
S&P Global made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #341 holding.
FourThought Financial first reported a position in S&P Global in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's S&P Global position peaked at $490K in Q1 2022.
1,500 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.