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Liberty Wealth Management’s S&P Global SPGI Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-414
Closed -$182K – 966
2021
Q3 		$182K Buy
414
+207
+100% +$89.7K 0.06% 176
2021
Q2 		$85K Hold
207
– – 0.03% 238
2021
Q1 		$66K Hold
207
– – 0.03% 238
2020
Q4 		$66K Buy
207
+1
+0.5% +$337 0.03% 235
2020
Q3 		$74K Sell
206
-16
-7% -$5.64K 0.04% 186
2020
Q2 		$73K Buy
222
+103
+87% +$31K 0.05% 180
2020
Q1 		$29K Buy
+119
New +$32.6K 0.03% 296

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's SPGI Position: Q4 2021 in Review

Liberty Wealth Management sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 414 shares — an estimated $182K sold.

Liberty Wealth Management first reported a position in SPGI in Q1 2020 and held it in 7 quarters. The position peaked at $182K in Q3 2021. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Liberty Wealth Management reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 414 S&P Global shares in Q4 2021, an estimated $182K.
  • Liberty Wealth Management first reported a position in S&P Global in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's S&P Global position peaked at $182K in Q3 2021.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.