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

Madison 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
2023
Q3 		$4.06M Sell
11,115
-136
-1% -$53.5K 0.85% 36
2023
Q2 		$4.51M Sell
11,251
-66
-0.6% -$24.1K 0.91% 33
2023
Q1 		$3.9M Sell
11,317
-56
-0.5% -$19.7K 0.84% 39
2022
Q4 		$3.81M Buy
11,373
+48
+0.4% +$15.8K 0.87% 35
2022
Q3 		$3.46M Buy
11,325
+491
+5% +$176K 0.85% 38
2022
Q2 		$3.65M Buy
10,834
+2,404
+29% +$857K 0.89% 37
2022
Q1 		$3.46M Buy
8,430
+230
+3% +$93.7K 0.73% 40
2021
Q4 		$3.87M Buy
8,200
+110
+1% +$50.3K 0.78% 37
2021
Q3 		$3.44M Buy
8,090
+5
+0.1% +$2.17K 0.75% 37
2021
Q2 		$3.32M Buy
8,085
+327
+4% +$126K 0.73% 38
2021
Q1 		$2.74M Buy
+7,758
New +$2.58M 0.67% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Madison Wealth Management's SPGI Position: Q3 2023 in Review

Madison Wealth Management reduced its S&P Global (SPGI) stake by 1.2% in Q3 2023, selling an estimated $53.5K and leaving 11,115 shares worth $4.06M. The position accounts for 0.85% of the portfolio, ranked #36.

Madison Wealth Management first reported a position in SPGI in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.51M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Madison Wealth Management held 11,115 shares of S&P Global worth $4.06M as of Q3 2023.
  • Madison Wealth Management sold 136 S&P Global shares in Q3 2023, an estimated $53.5K.
  • S&P Global made up 0.85% of Madison Wealth Management's portfolio in Q3 2023, its #36 holding.
  • Madison Wealth Management first reported a position in S&P Global in Q1 2021 and has held it in 11 quarters since.
  • Madison Wealth Management's S&P Global position peaked at $4.51M in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.