FFG
SPGI icon

Frisch Financial Group’s S&P Global SPGI Stock Holding History

Frisch Financial Group’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 		– Sell
-882
Closed -$394K – 144
2024
Q2 		$394K Buy
+882
New +$378K 0.12% 84
2023
Q4 		– Sell
-3,000
Closed -$1.1M – 130
2023
Q3 		$1.1M Sell
3,000
-1,000
-25% -$393K 0.44% 38
2023
Q2 		$1.6M Sell
4,000
-1,000
-20% -$365K 0.77% 28
2023
Q1 		$1.72M Hold
5,000
– – 0.67% 34
2022
Q4 		$1.68M Hold
5,000
– – 0.63% 39
2022
Q3 		$1.53M Sell
5,000
-1,030
-17% -$368K 0.65% 36
2022
Q2 		$2.03M Hold
6,030
– – 0.78% 30
2022
Q1 		$2.47M Sell
6,030
-153
-2% -$62.3K 0.79% 34
2021
Q4 		$2.92M Buy
+6,183
New +$2.83M 0.91% 32

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return