MJB
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Mark J. Bradley’s S&P Global SPGI Stock Holding History

Mark J. Bradley’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 		$2.47M Sell
6,152
-2,609
-30% -$953K 2.45% 21
2023
Q1 		$3.02M Buy
8,761
+1,522
+21% +$536K 2.19% 22
2022
Q4 		$2.42M Sell
7,239
-466
-6% -$154K 2.16% 21
2022
Q3 		$2.35M Sell
7,705
-241
-3% -$86.2K 2.18% 22
2022
Q2 		$2.68M Sell
7,946
-209
-3% -$74.5K 2.42% 18
2022
Q1 		$3.35M Buy
+8,155
New +$3.32M 2.38% 17

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

Mark J. Bradley's SPGI Position: Q2 2023 in Review

Mark J. Bradley reduced its S&P Global (SPGI) stake by 30% in Q2 2023, selling an estimated $953K and leaving 6,152 shares worth $2.47M. The position accounts for 2.45% of the portfolio, ranked #21.

Mark J. Bradley first reported a position in SPGI in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.35M in Q1 2022. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Mark J. Bradley held 6,152 shares of S&P Global worth $2.47M as of Q2 2023.
  • Mark J. Bradley sold 2,609 S&P Global shares in Q2 2023, an estimated $953K.
  • S&P Global made up 2.45% of Mark J. Bradley's portfolio in Q2 2023, its #21 holding.
  • Mark J. Bradley first reported a position in S&P Global in Q1 2022 and has held it in 6 quarters since.
  • Mark J. Bradley's S&P Global position peaked at $3.35M in Q1 2022.
  • 1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.