Menard Financial Group’s S&P Global SPGI Stock Holding History

Menard Financial Group’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	-594	Closed	-$200K	–	99
2022 Q2	$200K	Sell	594 -1,934	-77%	-$689K	0.33%	82
2022 Q1	$1.04M	Buy	2,528 +1,772	+234%	+$722K	1.02%	22
2021 Q4	$357K	Buy	756 +150	+25%	+$68.6K	0.29%	100
2021 Q3	$257K	Sell	606 -1	-0.2%	-$433	0.23%	132
2021 Q2	$249K	Buy	+607	New	+$233K	0.24%	130

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

Menard Financial Group's SPGI Position: Q3 2022 in Review

Menard Financial Group sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 594 shares — an estimated $200K sold.

Menard Financial Group first reported a position in SPGI in Q2 2021 and held it in 5 quarters. The position peaked at $1.04M in Q1 2022. 1,500 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Menard Financial Group reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
Menard Financial Group sold 594 S&P Global shares in Q3 2022, an estimated $200K.
Menard Financial Group first reported a position in S&P Global in Q2 2021 and held it in 5 quarters.
Menard Financial Group's S&P Global position peaked at $1.04M in Q1 2022.
1,500 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Menard Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.