James J. Burns & Company’s S&P Global SPGI Stock Holding History

James J. Burns & Company’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 Q1	–	Sell	-745	Closed	-$250K	–	113
2022 Q4	$250K	Buy	+745	New	+$246K	0.1%	68

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

James J. Burns & Company's SPGI Position: Q1 2023 in Review

James J. Burns & Company sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 745 shares — an estimated $250K sold.

James J. Burns & Company first reported a position in SPGI in Q4 2022 and held it in 1 quarter. The position peaked at $250K in Q4 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

James J. Burns & Company reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
James J. Burns & Company sold 745 S&P Global shares in Q1 2023, an estimated $250K.
James J. Burns & Company first reported a position in S&P Global in Q4 2022 and held it in 1 quarter.
James J. Burns & Company's S&P Global position peaked at $250K in Q4 2022.
1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on James J. Burns & Company's 13F filing for Q1 2023, filed 24 Apr 2023.