Kistler-Tiffany Companies’s S&P Global SPGI Stock Holding History

Kistler-Tiffany Companies’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 Q2	$20K	Hold	50	–	–	﹤0.01%	618
2023 Q1	$17.2K	Hold	50	–	–	﹤0.01%	572
2022 Q4	$16.7K	Hold	50	–	–	﹤0.01%	567
2022 Q3	$15K	Hold	50	–	–	﹤0.01%	549
2022 Q2	$17K	Sell	50 -110	-69%	-$39.2K	﹤0.01%	527
2022 Q1	$66K	Hold	160	–	–	0.01%	359
2021 Q4	$76K	Hold	160	–	–	0.01%	327
2021 Q3	$68K	Hold	160	–	–	0.02%	332
2021 Q2	$66K	Hold	160	–	–	0.02%	329
2021 Q1	$56K	Hold	160	–	–	0.01%	320
2020 Q4	$53K	Hold	160	–	–	0.02%	294
2020 Q3	$58K	Hold	160	–	–	0.02%	257
2020 Q2	$53K	Hold	160	–	–	0.02%	247
2020 Q1	$44K	Hold	160	–	–	0.02%	267
2019 Q4	$44K	Hold	160	–	–	0.02%	273
2019 Q3	$39K	Hold	160	–	–	0.01%	279
2019 Q2	$36K	Hold	160	–	–	0.01%	288
2019 Q1	$34K	Buy	160 +110	+220%	+$21.3K	0.01%	287
2018 Q4	$8K	Hold	50	–	–	﹤0.01%	439
2018 Q3	$10K	Sell	50 -4	-7%	-$826	﹤0.01%	434
2018 Q2	$11K	Buy	54 +4	+8%	+$790	﹤0.01%	412
2018 Q1	$10K	Sell	50 -300	-86%	-$55.4K	﹤0.01%	426
2017 Q4	$59K	Hold	350	–	–	0.02%	262
2017 Q3	$55K	Buy	350 +300	+600%	+$45.6K	0.02%	261
2017 Q2	$7K	Hold	50	–	–	﹤0.01%	425
2017 Q1	$7K	Hold	50	–	–	﹤0.01%	424
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	446
2016 Q3	$6K	Hold	50	–	–	﹤0.01%	464
2016 Q2	$5K	Buy	+50	New	+$5.37K	﹤0.01%	479

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

Kistler-Tiffany Companies's SPGI Position: Q2 2023 in Review

Kistler-Tiffany Companies held its S&P Global (SPGI) position steady in Q2 2023 at 50 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Kistler-Tiffany Companies first reported a position in SPGI in Q2 2016 and has held it in 29 quarters since. The position peaked at $76K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Kistler-Tiffany Companies held 50 shares of S&P Global worth $20K as of Q2 2023.
Kistler-Tiffany Companies left its S&P Global share count unchanged in Q2 2023.
S&P Global made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #618 holding.
Kistler-Tiffany Companies first reported a position in S&P Global in Q2 2016 and has held it in 29 quarters since.
Kistler-Tiffany Companies's S&P Global position peaked at $76K in Q4 2021.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.