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Keudell/Morrison Wealth Management’s S&P Global SPGI Stock Holding History

Keudell/Morrison 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
Q3 		– Sell
-621
Closed -$209K – 181
2022
Q2 		$209K Sell
621
-17
-3% -$6.06K 0.08% 164
2022
Q1 		$262K Buy
+638
New +$260K 0.11% 152

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Keudell/Morrison Wealth Management's SPGI Position: Q3 2022 in Review

Keudell/Morrison Wealth Management sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 621 shares — an estimated $209K sold.

Keudell/Morrison Wealth Management first reported a position in SPGI in Q1 2022 and held it in 2 quarters. The position peaked at $262K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Keudell/Morrison Wealth Management reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 621 S&P Global shares in Q3 2022, an estimated $209K.
  • Keudell/Morrison Wealth Management first reported a position in S&P Global in Q1 2022 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's S&P Global position peaked at $262K in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.