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Horan Securities’s S&P Global SPGI Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-23
Closed -$9.22K – 577
2023
Q2 		$9.22K Hold
23
– – ﹤0.01% 406
2023
Q1 		$7.93K Hold
23
– – ﹤0.01% 417
2022
Q4 		$7.7K Buy
+23
New +$7.58K ﹤0.01% 404
2022
Q3 		– Sell
-11
Closed -$4K – 773
2022
Q2 		$4K Buy
+11
New +$3.92K ﹤0.01% 456

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Horan Securities's SPGI Position: Q3 2023 in Review

Horan Securities sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 23 shares — an estimated $9.22K sold.

Horan Securities first reported a position in SPGI in Q2 2022 and held it in 4 quarters. The position peaked at $9.22K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Horan Securities reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 23 S&P Global shares in Q3 2023, an estimated $9.22K.
  • Horan Securities first reported a position in S&P Global in Q2 2022 and held it in 4 quarters.
  • Horan Securities's S&P Global position peaked at $9.22K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.