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Iron Gate Global Advisors’s S&P Global SPGI Stock Holding History

Iron Gate Global Advisors’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
-516
Closed -$207K – 97
2023
Q2 		$207K Buy
+516
New +$189K 0.04% 84
2023
Q1 		– Sell
-687
Closed -$230K – 101
2022
Q4 		$230K Sell
687
-19
-3% -$6.26K 0.06% 76
2022
Q3 		$217K Sell
706
-92
-12% -$32.9K 0.06% 76
2022
Q2 		$268K Sell
798
-18
-2% -$6.42K 0.07% 74
2022
Q1 		$334K Buy
816
+109
+15% +$44.4K 0.08% 68
2021
Q4 		$325K Hold
707
– – 0.08% 81
2021
Q3 		$300K Buy
707
+7
+1% +$3.03K 0.08% 82
2021
Q2 		$287K Buy
+700
New +$269K 0.08% 87

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

Iron Gate Global Advisors's SPGI Position: Q3 2023 in Review

Iron Gate Global Advisors sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 516 shares — an estimated $207K sold.

Iron Gate Global Advisors first reported a position in SPGI in Q2 2021 and held it in 8 quarters. The position peaked at $334K in Q1 2022. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Iron Gate Global Advisors reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Iron Gate Global Advisors sold 516 S&P Global shares in Q3 2023, an estimated $207K.
  • Iron Gate Global Advisors first reported a position in S&P Global in Q2 2021 and held it in 8 quarters.
  • Iron Gate Global Advisors's S&P Global position peaked at $334K in Q1 2022.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Iron Gate Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.