Graves Light Lenhart Wealth’s S&P Global SPGI Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-9	Closed	-$3K	–	530
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	563
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	606
2021 Q4	$4K	Buy	+9	New	+$4.12K	﹤0.01%	670
2021 Q1	–	Sell	-60	Closed	-$20K	–	740
2020 Q4	$20K	Buy	+60	New	+$20.2K	﹤0.01%	488

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

Graves Light Lenhart Wealth's SPGI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 9 shares — an estimated $3K sold.

Graves Light Lenhart Wealth first reported a position in SPGI in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q4 2020. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 9 S&P Global shares in Q3 2022, an estimated $3K.
Graves Light Lenhart Wealth first reported a position in S&P Global in Q4 2020 and held it in 4 quarters.
Graves Light Lenhart Wealth's S&P Global position peaked at $20K in Q4 2020.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.