KIG
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Kowal Investment Group’s S&P Global SPGI Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-39
Closed -$17K – 814
2021
Q3 		$17K Buy
+39
New +$16.9K 0.01% 412

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's SPGI Position: Q4 2021 in Review

Kowal Investment Group sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 39 shares — an estimated $17K sold.

Kowal Investment Group first reported a position in SPGI in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 1,539 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Kowal Investment Group reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 39 S&P Global shares in Q4 2021, an estimated $17K.
  • Kowal Investment Group first reported a position in S&P Global in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's S&P Global position peaked at $17K in Q3 2021.
  • 1,539 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.