FFA
SPGI icon

Freedman Financial Associates’s S&P Global SPGI Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-177
Closed -$73K – 357
2022
Q1 		$73K Hold
177
– – 0.05% 149
2021
Q4 		$84K Hold
177
– – 0.06% 138
2021
Q3 		$75K Buy
177
+14
+9% +$6.07K 0.05% 147
2021
Q2 		$67K Hold
163
– – 0.05% 159
2021
Q1 		$57K Hold
163
– – 0.05% 176
2020
Q4 		$54K Buy
+163
New +$55K 0.05% 173

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Freedman Financial Associates's SPGI Position: Q2 2022 in Review

Freedman Financial Associates sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 177 shares — an estimated $73K sold.

Freedman Financial Associates first reported a position in SPGI in Q4 2020 and held it in 6 quarters. The position peaked at $84K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Freedman Financial Associates reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 177 S&P Global shares in Q2 2022, an estimated $73K.
  • Freedman Financial Associates first reported a position in S&P Global in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's S&P Global position peaked at $84K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.