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Lenox Wealth Advisors’s S&P Global SPGI Stock Holding History

Lenox Wealth Advisors’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
Q1 		$59K Buy
144
+76
+112% +$31K 0.01% 232
2021
Q4 		$32K Buy
68
+8
+13% +$3.66K ﹤0.01% 328
2021
Q3 		$25K Buy
60
+2
+3% +$867 ﹤0.01% 329
2021
Q2 		$24K Hold
58
– – ﹤0.01% 330
2021
Q1 		$20K Sell
58
-52
-47% -$17.3K ﹤0.01% 313
2020
Q4 		$36K Sell
110
-74
-40% -$25K 0.01% 231
2020
Q3 		$66K Hold
184
– – 0.01% 137
2020
Q2 		$61K Sell
184
-36
-16% -$10.8K 0.01% 139
2020
Q1 		$54K Buy
220
+29
+15% +$7.96K 0.01% 130
2019
Q4 		$52K Buy
191
+16
+9% +$4.16K 0.01% 174
2019
Q3 		$43K Buy
175
+33
+23% +$8.25K 0.01% 171
2019
Q2 		$32K Sell
142
-21
-13% -$4.59K 0.01% 178
2019
Q1 		$34K Buy
163
+21
+15% +$4.07K 0.01% 159
2018
Q4 		$24K Hold
142
– – 0.01% 183
2018
Q3 		$28K Buy
142
+31
+28% +$6.4K 0.01% 179
2018
Q2 		$23K Buy
+111
New +$21.9K 0.01% 237

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lenox Wealth Advisors's SPGI Position: Q1 2022 in Review

Lenox Wealth Advisors increased its S&P Global (SPGI) stake by 112% in Q1 2022, buying an estimated $31K and bringing the position to 144 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #232.

Lenox Wealth Advisors first reported a position in SPGI in Q2 2018 and has held it in 16 quarters since. The position peaked at $66K in Q3 2020. 1,648 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Lenox Wealth Advisors held 144 shares of S&P Global worth $59K as of Q1 2022.
  • Lenox Wealth Advisors bought 76 S&P Global shares in Q1 2022, an estimated $31K.
  • S&P Global made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #232 holding.
  • Lenox Wealth Advisors first reported a position in S&P Global in Q2 2018 and has held it in 16 quarters since.
  • Lenox Wealth Advisors's S&P Global position peaked at $66K in Q3 2020.
  • 1,648 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.