GI
SPGI icon

Gradient Investments’s S&P Global SPGI Stock Holding History

Gradient Investments’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
-213
Closed -$95K – 1131
2024
Q2 		$95K Buy
213
+200
+1,538% +$85.8K ﹤0.01% 406
2024
Q1 		$5.53K Sell
13
-114
-90% -$49.4K ﹤0.01% 715
2023
Q4 		$55.9K Sell
127
-1
-0.8% -$395 ﹤0.01% 522
2023
Q3 		$46.8K Buy
128
+96
+300% +$37.7K ﹤0.01% 520
2023
Q2 		$12.8K Buy
32
+28
+700% +$10.2K ﹤0.01% 767
2023
Q1 		$1.38K Sell
4
-2
-33% -$704 ﹤0.01% 1157
2022
Q4 		$2.01K Sell
6
-10
-63% -$3.3K ﹤0.01% 1089
2022
Q3 		$5K Buy
16
+7
+78% +$2.5K ﹤0.01% 970
2022
Q2 		$3K Sell
9
-5
-36% -$1.78K ﹤0.01% 1004
2022
Q1 		$6K Hold
14
– – ﹤0.01% 869
2021
Q4 		$7K Hold
14
– – ﹤0.01% 882
2021
Q3 		$6K Sell
14
-1
-7% -$433 ﹤0.01% 860
2021
Q2 		$6K Buy
15
+10
+200% +$3.84K ﹤0.01% 856
2021
Q1 		$2K Hold
5
– – ﹤0.01% 1031
2020
Q4 		$2K Hold
5
– – ﹤0.01% 981
2020
Q3 		$2K Hold
5
– – ﹤0.01% 986
2020
Q2 		$2K Hold
5
– – ﹤0.01% 914
2020
Q1 		$1K Hold
5
– – ﹤0.01% 1038
2019
Q4 		$1K Hold
5
– – ﹤0.01% 1050
2019
Q3 		$1K Buy
+5
New +$1.25K ﹤0.01% 1043
2019
Q1 		– Sell
-60
Closed -$10K – 995
2018
Q4 		$10K Hold
60
– – ﹤0.01% 588
2018
Q3 		$12K Hold
60
– – ﹤0.01% 602
2018
Q2 		$12K Sell
60
-2
-3% -$395 ﹤0.01% 580
2018
Q1 		$12K Sell
62
-8
-11% -$1.48K ﹤0.01% 598
2017
Q4 		$12K Buy
+70
New +$11.4K ﹤0.01% 565

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments's SPGI Position: Q3 2024 in Review

Gradient Investments sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 213 shares — an estimated $95K sold.

Gradient Investments first reported a position in SPGI in Q4 2017 and held it in 25 quarters. The position peaked at $95K in Q2 2024. 1,933 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Gradient Investments reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 213 S&P Global shares in Q3 2024, an estimated $95K.
  • Gradient Investments first reported a position in S&P Global in Q4 2017 and held it in 25 quarters.
  • Gradient Investments's S&P Global position peaked at $95K in Q2 2024.
  • 1,933 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.