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Lake Street Advisors Group’s S&P Global SPGI Stock Holding History

Lake Street Advisors 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
2024
Q4 		$2.49M Buy
5,003
+30
+0.6% +$15.2K 0.11% 113
2024
Q3 		$2.57M Buy
4,973
+247
+5% +$122K 0.12% 96
2024
Q2 		$2.11M Buy
4,726
+28
+0.6% +$12K 0.1% 128
2024
Q1 		$2M Buy
4,698
+132
+3% +$57.2K 0.09% 143
2023
Q4 		$2.01M Buy
+4,566
New +$1.8M 0.1% 136
2021
Q3 		– Sell
-1,805
Closed -$788K – 393
2021
Q2 		$788K Sell
1,805
-34
-2% -$13.1K 0.06% 128
2021
Q1 		$649K Buy
1,839
+12
+0.7% +$3.99K 0.05% 134
2020
Q4 		$601K Sell
1,827
-57
-3% -$19.2K 0.05% 137
2020
Q3 		$679K Sell
1,884
-82
-4% -$28.9K 0.06% 119
2020
Q2 		$648K Buy
1,966
+162
+9% +$48.7K 0.07% 110
2020
Q1 		$442K Buy
1,804
+577
+47% +$158K 0.05% 124
2019
Q4 		$335K Buy
1,227
+30
+3% +$7.79K 0.03% 168
2019
Q3 		$290K Buy
1,197
+69
+6% +$17.2K 0.03% 156
2019
Q2 		$257K Buy
1,128
+89
+9% +$19.4K 0.03% 171
2019
Q1 		$219K Buy
+1,039
New +$201K 0.02% 200
2018
Q3 		– Sell
-1,442
Closed -$294K – 300
2018
Q2 		$294K Sell
1,442
-157
-10% -$31K 0.03% 229
2018
Q1 		$306K Buy
1,599
+64
+4% +$11.8K 0.03% 192
2017
Q4 		$260K Buy
+1,535
New +$251K 0.03% 257

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Advisors Group's SPGI Position: Q4 2024 in Review

Lake Street Advisors Group increased its S&P Global (SPGI) stake by 0.6% in Q4 2024, buying an estimated $15.2K and bringing the position to 5,003 shares worth $2.49M. The position accounts for 0.11% of the portfolio, ranked #113.

Lake Street Advisors Group first reported a position in SPGI in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.57M in Q3 2024. 2,039 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Lake Street Advisors Group held 5,003 shares of S&P Global worth $2.49M as of Q4 2024.
  • Lake Street Advisors Group bought 30 S&P Global shares in Q4 2024, an estimated $15.2K.
  • S&P Global made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #113 holding.
  • Lake Street Advisors Group first reported a position in S&P Global in Q4 2017 and has held it in 18 quarters since.
  • Lake Street Advisors Group's S&P Global position peaked at $2.57M in Q3 2024.
  • 2,039 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.