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Harrison & Co Wealth Management’s S&P Global SPGI Stock Holding History

Harrison & Co Wealth Management’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
Q2 		– Sell
-2,181
Closed -$895K – 80
2022
Q1 		$895K Buy
2,181
+55
+3% +$22.4K 0.78% 54
2021
Q4 		$1M Buy
+2,126
New +$973K 0.84% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harrison & Co Wealth Management's SPGI Position: Q2 2022 in Review

Harrison & Co Wealth Management sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 2,181 shares — an estimated $895K sold.

Harrison & Co Wealth Management first reported a position in SPGI in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Harrison & Co Wealth Management reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Harrison & Co Wealth Management sold 2,181 S&P Global shares in Q2 2022, an estimated $895K.
  • Harrison & Co Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 2 quarters.
  • Harrison & Co Wealth Management's S&P Global position peaked at $1M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.