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

Hohimer 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
2024
Q2 		– Sell
-2,721
Closed -$1.16M – 256
2024
Q1 		$1.16M Buy
2,721
+440
+19% +$191K 0.27% 100
2023
Q4 		$1M Sell
2,281
-176
-7% -$69.5K 0.25% 114
2023
Q3 		$898K Buy
2,457
+27
+1% +$10.6K 0.26% 108
2023
Q2 		$974K Sell
2,430
-59
-2% -$21.6K 0.27% 98
2023
Q1 		$858K Sell
2,489
-70
-3% -$24.6K 0.25% 107
2022
Q4 		$857K Sell
2,559
-206
-7% -$67.9K 0.27% 76
2022
Q3 		$844K Sell
2,765
-2
-0.1% -$716 0.27% 98
2022
Q2 		$933K Sell
2,767
-484
-15% -$173K 0.28% 94
2022
Q1 		$1.33M Sell
3,251
-50
-2% -$20.4K 0.26% 106
2021
Q4 		$1.56M Buy
3,301
+4
+0.1% +$1.83K 0.33% 95
2021
Q3 		$1.4M Buy
3,297
+38
+1% +$16.5K 0.29% 102
2021
Q2 		$1.34M Buy
3,259
+241
+8% +$92.6K 0.27% 104
2021
Q1 		$1.06M Buy
+3,018
New +$1M 0.26% 107

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hohimer Wealth Management's SPGI Position: Q2 2024 in Review

Hohimer Wealth Management sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 2,721 shares — an estimated $1.16M sold.

Hohimer Wealth Management first reported a position in SPGI in Q1 2021 and held it in 13 quarters. The position peaked at $1.56M in Q4 2021. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Hohimer Wealth Management reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 2,721 S&P Global shares in Q2 2024, an estimated $1.16M.
  • Hohimer Wealth Management first reported a position in S&P Global in Q1 2021 and held it in 13 quarters.
  • Hohimer Wealth Management's S&P Global position peaked at $1.56M in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.