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

Jackson 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
2022
Q4 		– Sell
-1,369
Closed -$418K – 97
2022
Q3 		$418K Buy
+1,369
New +$490K 0.08% 89
2022
Q2 		– Sell
-1,617
Closed -$663K – 116
2022
Q1 		$663K Sell
1,617
-3,193
-66% -$1.3M 0.09% 98
2021
Q4 		$2.27M Buy
+4,810
New +$2.2M 0.29% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's SPGI Position: Q4 2022 in Review

Jackson Wealth Management sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 1,369 shares — an estimated $418K sold.

Jackson Wealth Management first reported a position in SPGI in Q4 2021 and held it in 3 quarters. The position peaked at $2.27M in Q4 2021. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • Jackson Wealth Management reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 1,369 S&P Global shares in Q4 2022, an estimated $418K.
  • Jackson Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 3 quarters.
  • Jackson Wealth Management's S&P Global position peaked at $2.27M in Q4 2021.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.