Householder Group Estate & Retirement Specialist’s S&P Global SPGI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$2K	Hold	5	–	–	﹤0.01%	490
2024 Q3	$2K	Sell	5 -57	-92%	-$28.2K	﹤0.01%	1058
2024 Q2	$27K	Buy	62 +5	+9%	+$2.15K	0.01%	608
2024 Q1	$24.3K	Sell	57 -2	-3%	-$867	0.01%	634
2023 Q4	$25K	Hold	59	–	–	0.01%	593
2023 Q3	$21.6K	Buy	+59	New	+$23.2K	0.01%	625
2023 Q1	$60K	Sell	173 -52	-23%	-$18.3K	0.02%	406
2022 Q4	$75K	Hold	225	–	–	0.11%	89
2022 Q3	$68K	Buy	+225	New	+$80.5K	0.03%	335

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPGI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its S&P Global (SPGI) position steady in Q4 2024 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Householder Group Estate & Retirement Specialist first reported a position in SPGI in Q3 2022 and has held it in 9 quarters since. The position peaked at $75K in Q4 2022. 2,039 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5 shares of S&P Global worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its S&P Global share count unchanged in Q4 2024.
S&P Global made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #490 holding.
Householder Group Estate & Retirement Specialist first reported a position in S&P Global in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's S&P Global position peaked at $75K in Q4 2022.
2,039 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.