Leo Brokerage’s S&P Global SPGI Stock Holding History

Leo Brokerage’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	$313K	Buy	781 +38	+5%	+$13.9K	0.04%	236
2023 Q1	$256K	Buy	+743	New	+$261K	0.04%	252

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Leo Brokerage's SPGI Position: Q2 2023 in Review

Leo Brokerage increased its S&P Global (SPGI) stake by 5.1% in Q2 2023, buying an estimated $13.9K and bringing the position to 781 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #236.

Leo Brokerage first reported a position in SPGI in Q1 2023 and has held it in 2 quarters since. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Leo Brokerage held 781 shares of S&P Global worth $313K as of Q2 2023.
Leo Brokerage bought 38 S&P Global shares in Q2 2023, an estimated $13.9K.
S&P Global made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #236 holding.
Leo Brokerage first reported a position in S&P Global in Q1 2023 and has held it in 2 quarters since.
1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.