McKinley Carter Wealth Services’s S&P Global SPGI Stock Holding History

McKinley Carter Wealth Services’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	–	Sell	-608	Closed	-$210K	–	309
2023 Q1	$210K	Buy	+608	New	+$214K	0.02%	286
2022 Q4	–	Sell	-1,982	Closed	-$605K	–	299
2022 Q3	$605K	Sell	1,982 -11,763	-86%	-$4.21M	0.06%	167
2022 Q2	$4.63M	Buy	13,745 +136	+1%	+$48.5K	0.41%	54
2022 Q1	$5.58M	Buy	13,609 +68	+0.5%	+$27.7K	0.44%	50
2021 Q4	$6.39M	Sell	13,541 -196	-1%	-$89.7K	0.48%	48
2021 Q3	$5.84M	Buy	13,737 +215	+2%	+$93.2K	0.48%	47
2021 Q2	$5.55M	Buy	13,522 +77	+0.6%	+$29.6K	0.46%	53
2021 Q1	$4.75M	Buy	13,445 +758	+6%	+$252K	0.41%	61
2020 Q4	$4.17M	Buy	12,687 +1,621	+15%	+$547K	0.55%	57
2020 Q3	$3.99M	Buy	11,066 +1,002	+10%	+$354K	0.9%	32
2020 Q2	$3.32M	Buy	10,064 +2,557	+34%	+$769K	0.81%	36
2020 Q1	$1.84M	Buy	+7,507	New	+$2.06M	0.55%	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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

McKinley Carter Wealth Services's SPGI Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 608 shares — an estimated $210K sold.

McKinley Carter Wealth Services first reported a position in SPGI in Q1 2020 and held it in 12 quarters. The position peaked at $6.39M in Q4 2021. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

McKinley Carter Wealth Services reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 608 S&P Global shares in Q2 2023, an estimated $210K.
McKinley Carter Wealth Services first reported a position in S&P Global in Q1 2020 and held it in 12 quarters.
McKinley Carter Wealth Services's S&P Global position peaked at $6.39M in Q4 2021.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.