GC
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Guidance Capital’s S&P Global SPGI Stock Holding History

Guidance 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
2024
Q1 		– Sell
-1,782
Closed -$777K – 203
2023
Q4 		$777K Buy
1,782
+207
+13% +$81.7K 0.31% 65
2023
Q3 		$561K Buy
1,575
+93
+6% +$36.6K 0.25% 75
2023
Q2 		$575K Buy
+1,482
New +$541K 0.25% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidance Capital's SPGI Position: Q1 2024 in Review

Guidance Capital sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 1,782 shares — an estimated $777K sold.

Guidance Capital first reported a position in SPGI in Q2 2023 and held it in 3 quarters. The position peaked at $777K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Guidance Capital reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Guidance Capital sold 1,782 S&P Global shares in Q1 2024, an estimated $777K.
  • Guidance Capital first reported a position in S&P Global in Q2 2023 and held it in 3 quarters.
  • Guidance Capital's S&P Global position peaked at $777K in Q4 2023.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Guidance Capital's 13F filing for Q1 2024, filed 17 Apr 2024.