LFS Asset Management’s S&P Global SPGI Stock Holding History

LFS Asset Management’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 Q3	–	Sell	-800	Closed	-$270K	–	64
2022 Q2	$270K	Buy	+800	New	+$285K	0.22%	44

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LFS Asset Management's SPGI Position: Q3 2022 in Review

LFS Asset Management sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 800 shares — an estimated $270K sold.

LFS Asset Management first reported a position in SPGI in Q2 2022 and held it in 1 quarter. The position peaked at $270K in Q2 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

LFS Asset Management reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
LFS Asset Management sold 800 S&P Global shares in Q3 2022, an estimated $270K.
LFS Asset Management first reported a position in S&P Global in Q2 2022 and held it in 1 quarter.
LFS Asset Management's S&P Global position peaked at $270K in Q2 2022.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.