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Koss-Olinger Consulting’s S&P Global SPGI Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-1,000
Closed -$425K – 288
2024
Q1 		$425K Buy
1,000
+533
+114% +$231K 0.23% 39
2023
Q4 		$206K Buy
+467
New +$184K 0.02% 294

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

Koss-Olinger Consulting's SPGI Position: Q2 2024 in Review

Koss-Olinger Consulting sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 1,000 shares — an estimated $425K sold.

Koss-Olinger Consulting first reported a position in SPGI in Q4 2023 and held it in 2 quarters. The position peaked at $425K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Koss-Olinger Consulting reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,000 S&P Global shares in Q2 2024, an estimated $425K.
  • Koss-Olinger Consulting first reported a position in S&P Global in Q4 2023 and held it in 2 quarters.
  • Koss-Olinger Consulting's S&P Global position peaked at $425K in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Koss-Olinger Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.