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H.L. Ormond & Company’s S&P Global SPGI Stock Holding History

H.L. Ormond & Company’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 		$930K Buy
3,042
+312
+11% +$112K 1.49% 18
2022
Q2 		$920K Sell
2,730
-331
-11% -$118K 1.49% 20
2022
Q1 		$1.26M Buy
+3,061
New +$1.25M 1.53% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

H.L. Ormond & Company's SPGI Position: Q3 2022 in Review

H.L. Ormond & Company increased its S&P Global (SPGI) stake by 11% in Q3 2022, buying an estimated $112K and bringing the position to 3,042 shares worth $930K. The position accounts for 1.49% of the portfolio, ranked #18.

H.L. Ormond & Company first reported a position in SPGI in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.26M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • H.L. Ormond & Company held 3,042 shares of S&P Global worth $930K as of Q3 2022.
  • H.L. Ormond & Company bought 312 S&P Global shares in Q3 2022, an estimated $112K.
  • S&P Global made up 1.49% of H.L. Ormond & Company's portfolio in Q3 2022, its #18 holding.
  • H.L. Ormond & Company first reported a position in S&P Global in Q1 2022 and has held it in 3 quarters since.
  • H.L. Ormond & Company's S&P Global position peaked at $1.26M in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.