KB Financial Partners’s S&P Global SPGI Stock Holding History

KB Financial Partners’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	$1.19M	Buy	3,247 +42	+1%	+$16.5K	0.34%	31
2023 Q2	$1.28M	Buy	3,205 +2,273	+244%	+$831K	0.35%	28
2023 Q1	$321K	Buy	932 +117	+14%	+$41.2K	0.09%	133
2022 Q4	$273K	Sell	815 -60	-7%	-$19.8K	0.09%	142
2022 Q3	$267K	Buy	875 +149	+21%	+$53.3K	0.1%	137
2022 Q2	$245K	Buy	726 +16	+2%	+$5.7K	0.08%	145
2022 Q1	$291K	Buy	710 +131	+23%	+$53.4K	0.08%	146
2021 Q4	$273K	Buy	+579	New	+$265K	0.08%	146
2021 Q3	–	Sell	-9	Closed	-$4K	–	513
2021 Q2	$4K	Hold	9	–	–	﹤0.01%	501
2021 Q1	$3K	Buy	+9	New	+$3K	﹤0.01%	541

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

KB Financial Partners's SPGI Position: Q3 2023 in Review

KB Financial Partners increased its S&P Global (SPGI) stake by 1.3% in Q3 2023, buying an estimated $16.5K and bringing the position to 3,247 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #31.

KB Financial Partners first reported a position in SPGI in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.28M in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

KB Financial Partners held 3,247 shares of S&P Global worth $1.19M as of Q3 2023.
KB Financial Partners bought 42 S&P Global shares in Q3 2023, an estimated $16.5K.
S&P Global made up 0.34% of KB Financial Partners's portfolio in Q3 2023, its #31 holding.
KB Financial Partners first reported a position in S&P Global in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's S&P Global position peaked at $1.28M in Q2 2023.
1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.