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Heritage Financial Services’s S&P Global SPGI Stock Holding History

Heritage Financial Services’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
-4
Closed -$1K – 409
2022
Q2 		$1K Buy
+4
New +$1.43K ﹤0.01% 485

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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

Heritage Financial Services's SPGI Position: Q3 2022 in Review

Heritage Financial Services sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in SPGI in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Heritage Financial Services reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 4 S&P Global shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in S&P Global in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's S&P Global position peaked at $1K in Q2 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.