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Institutional & Family Asset Management’s S&P Global SPGI Stock Holding History

Institutional & Family Asset 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 		$47.7K Buy
107
+13
+14% +$5.58K 0.01% 243
2024
Q1 		$40K Sell
94
-9
-9% -$3.9K 0.01% 259
2023
Q4 		$45.4K Hold
103
– – 0.01% 240
2023
Q3 		$37.6K Sell
103
-6
-6% -$2.36K 0.01% 238
2023
Q2 		$43.7K Sell
109
-3
-3% -$1.1K 0.01% 232
2023
Q1 		$38.6K Sell
112
-12
-10% -$4.22K 0.01% 240
2022
Q4 		$41.5K Hold
124
– – 0.01% 235
2022
Q3 		$38K Hold
124
– – 0.01% 245
2022
Q2 		$42K Buy
124
+19
+18% +$6.77K 0.01% 237
2022
Q1 		$43K Buy
+105
New +$42.8K 0.01% 269
2021
Q1 		– Sell
-10
Closed -$3K – 993
2020
Q4 		$3K Hold
10
– – ﹤0.01% 727
2020
Q3 		$4K Sell
10
-605
-98% -$213K ﹤0.01% 625
2020
Q2 		$203K Buy
615
+10
+2% +$3.01K 0.04% 172
2020
Q1 		$148K Buy
605
+25
+4% +$6.86K 0.03% 170
2019
Q4 		$158K Sell
580
-25
-4% -$6.5K 0.03% 191
2019
Q3 		$148K Buy
605
+30
+5% +$7.5K 0.03% 184
2019
Q2 		$131K Buy
575
+185
+47% +$40.4K 0.03% 198
2019
Q1 		$82K Buy
+390
New +$75.5K 0.02% 266
2018
Q4 		– Sell
-275
Closed -$54K – 880
2018
Q3 		$54K Buy
275
+111
+68% +$22.9K 0.01% 342
2018
Q2 		$33K Sell
164
-14
-8% -$2.77K 0.01% 388
2018
Q1 		$34K Buy
+178
New +$32.9K 0.01% 358

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 $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institutional & Family Asset Management's SPGI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its S&P Global (SPGI) stake by 14% in Q2 2024, buying an estimated $5.58K and bringing the position to 107 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #243.

Institutional & Family Asset Management first reported a position in SPGI in Q1 2018 and has held it in 21 quarters since. The position peaked at $203K in Q2 2020. 1,840 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Institutional & Family Asset Management held 107 shares of S&P Global worth $47.7K as of Q2 2024.
  • Institutional & Family Asset Management bought 13 S&P Global shares in Q2 2024, an estimated $5.58K.
  • S&P Global made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #243 holding.
  • Institutional & Family Asset Management first reported a position in S&P Global in Q1 2018 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's S&P Global position peaked at $203K in Q2 2020.
  • 1,840 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.