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Jay D. Rosenbaum’s S&P Global SPGI Stock Holding History

Jay D. Rosenbaum’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
Q3 		– Sell
-653
Closed -$291K – 23
2024
Q2 		$291K Buy
653
+90
+16% +$38.6K 1.65% 17
2024
Q1 		$240K Hold
563
– – 1.36% 22
2023
Q4 		$248K Sell
563
-72
-11% -$28.4K 0.64% 51
2023
Q3 		$232K Buy
635
+78
+14% +$30.7K 0.39% 58
2023
Q2 		$223K Buy
+557
New +$204K 0.36% 62
2022
Q2 		– Sell
-557
Closed -$228K – 67
2022
Q1 		$228K Hold
557
– – 0.36% 61
2021
Q4 		$263K Buy
+557
New +$255K 0.39% 56

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jay D. Rosenbaum's SPGI Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 653 shares — an estimated $291K sold.

Jay D. Rosenbaum first reported a position in SPGI in Q4 2021 and held it in 7 quarters. The position peaked at $291K in Q2 2024. 1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 653 S&P Global shares in Q3 2024, an estimated $291K.
  • Jay D. Rosenbaum first reported a position in S&P Global in Q4 2021 and held it in 7 quarters.
  • Jay D. Rosenbaum's S&P Global position peaked at $291K in Q2 2024.
  • 1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.