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

Janiczek 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
2024
Q2 		$323K Sell
725
-147
-17% -$63.1K 0.07% 121
2024
Q1 		$371K Buy
872
+58
+7% +$25.1K 0.08% 108
2023
Q4 		$359K Buy
814
+41
+5% +$16.2K 0.09% 92
2023
Q3 		$282K Buy
773
+121
+19% +$47.6K 0.07% 106
2023
Q2 		$261K Buy
652
+176
+37% +$64.3K 0.07% 105
2023
Q1 		$166K Buy
476
+474
+23,700% +$167K 0.05% 140
2022
Q4 		$736 Sell
2
-11
-85% -$3.63K ﹤0.01% 883
2022
Q3 		$4K Sell
13
-39
-75% -$14K ﹤0.01% 697
2022
Q2 		$20K Sell
52
-170
-77% -$60.6K 0.01% 471
2022
Q1 		$91K Buy
222
+42
+23% +$17.1K 0.03% 220
2021
Q4 		$85K Buy
180
+3
+2% +$1.37K 0.03% 212
2021
Q3 		$75K Buy
177
+55
+45% +$23.8K 0.03% 215
2021
Q2 		$50K Buy
122
+4
+3% +$1.54K 0.02% 251
2021
Q1 		$42K Buy
+118
New +$39.3K 0.02% 262
2020
Q3 		– Sell
-12
Closed -$4K – 718
2020
Q2 		$4K Buy
+12
New +$3.61K ﹤0.01% 213

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's SPGI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its S&P Global (SPGI) stake by 17% in Q2 2024, selling an estimated $63.1K and leaving 725 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #121.

Janiczek Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 15 quarters since. The position peaked at $371K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Janiczek Wealth Management held 725 shares of S&P Global worth $323K as of Q2 2024.
  • Janiczek Wealth Management sold 147 S&P Global shares in Q2 2024, an estimated $63.1K.
  • S&P Global made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #121 holding.
  • Janiczek Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's S&P Global position peaked at $371K in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.