Gould Capital’s S&P Global SPGI Stock Holding History

Gould Capital’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	-11	Closed	-$3.79K	–	200
2023 Q1	$3.79K	Sell	11 -2,269	-100%	-$799K	﹤0.01%	176
2022 Q4	$764K	Sell	2,280 -256	-10%	-$84.4K	0.61%	39
2022 Q3	$774K	Sell	2,536 -8	-0.3%	-$2.86K	0.67%	38
2022 Q2	$857K	Sell	2,544 -37	-1%	-$13.2K	0.69%	40
2022 Q1	$1.06M	Buy	+2,581	New	+$1.05M	0.76%	38

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Gould Capital's SPGI Position: Q2 2023 in Review

Gould Capital sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 11 shares — an estimated $3.79K sold.

Gould Capital first reported a position in SPGI in Q1 2022 and held it in 5 quarters. The position peaked at $1.06M in Q1 2022. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Gould Capital reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
Gould Capital sold 11 S&P Global shares in Q2 2023, an estimated $3.79K.
Gould Capital first reported a position in S&P Global in Q1 2022 and held it in 5 quarters.
Gould Capital's S&P Global position peaked at $1.06M in Q1 2022.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Gould Capital's 13F filing for Q2 2023, filed 14 Aug 2023.