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GYL Financial Synergies’s S&P Global SPGI Stock Holding History

GYL Financial Synergies’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 		$2.15M Buy
4,166
+57
+1% +$28.2K 0.16% 120
2024
Q2 		$1.83M Buy
4,109
+173
+4% +$74.2K 0.14% 132
2024
Q1 		$1.67M Buy
3,936
+101
+3% +$43.8K 0.13% 138
2023
Q4 		$1.69M Buy
3,835
+25
+0.7% +$9.87K 0.14% 136
2023
Q3 		$1.39M Buy
3,810
+2
+0.1% +$786 0.14% 143
2023
Q2 		$1.53M Sell
3,808
-9
-0.2% -$3.29K 0.14% 135
2023
Q1 		$1.32M Sell
3,817
-78
-2% -$27.5K 0.16% 103
2022
Q4 		$1.3M Buy
3,895
+2,648
+212% +$873K 0.28% 54
2022
Q3 		$381K Sell
1,247
-4
-0.3% -$1.43K 0.1% 129
2022
Q2 		$422K Sell
1,251
-18
-1% -$6.42K 0.12% 113
2022
Q1 		$521K Sell
1,269
-204
-14% -$83.1K 0.12% 103
2021
Q4 		$695K Sell
1,473
-150
-9% -$68.6K 0.19% 94
2021
Q3 		$690K Sell
1,623
-228
-12% -$98.8K 0.35% 67
2021
Q2 		$760K Buy
1,851
+84
+5% +$32.3K 0.39% 63
2021
Q1 		$624K Hold
1,767
– – 0.34% 70
2020
Q4 		$581K Hold
1,767
– – 0.33% 73
2020
Q3 		$637K Hold
1,767
– – 0.42% 57
2020
Q2 		$582K Buy
1,767
+4
+0.2% +$1.2K 0.42% 60
2020
Q1 		$432K Sell
1,763
-188
-10% -$51.6K 0.28% 68
2019
Q4 		$533K Buy
1,951
+50
+3% +$13K 0.24% 75
2019
Q3 		$466K Hold
1,901
– – 0.23% 84
2019
Q2 		$433K Sell
1,901
-33
-2% -$7.21K 0.23% 75
2019
Q1 		$407K Hold
1,934
– – 0.23% 80
2018
Q4 		$329K Buy
+1,934
New +$346K 0.24% 87

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

GYL Financial Synergies's SPGI Position: Q3 2024 in Review

GYL Financial Synergies increased its S&P Global (SPGI) stake by 1.4% in Q3 2024, buying an estimated $28.2K and bringing the position to 4,166 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #120.

GYL Financial Synergies first reported a position in SPGI in Q4 2018 and has held it in 24 quarters since. 1,933 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • GYL Financial Synergies held 4,166 shares of S&P Global worth $2.15M as of Q3 2024.
  • GYL Financial Synergies bought 57 S&P Global shares in Q3 2024, an estimated $28.2K.
  • S&P Global made up 0.16% of GYL Financial Synergies's portfolio in Q3 2024, its #120 holding.
  • GYL Financial Synergies first reported a position in S&P Global in Q4 2018 and has held it in 24 quarters since.
  • 1,933 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.