Meridian Investment Counsel’s S&P Global SPGI Stock Holding History

Meridian Investment Counsel’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
2024 Q3	–	Sell	-676	Closed	-$301K	–	222
2024 Q2	$301K	Hold	676	–	–	0.1%	172
2024 Q1	$288K	Sell	676 -129	-16%	-$55.9K	0.1%	179
2023 Q4	$355K	Hold	805	–	–	0.12%	161
2023 Q3	$294K	Hold	805	–	–	0.11%	166
2023 Q2	$323K	Hold	805	–	–	0.12%	161
2023 Q1	$278K	Hold	805	–	–	0.11%	176
2022 Q4	$270K	Hold	805	–	–	0.11%	174
2022 Q3	$246K	Hold	805	–	–	0.11%	173
2022 Q2	$271K	Hold	805	–	–	0.11%	169
2022 Q1	$330K	Hold	805	–	–	0.11%	165
2021 Q4	$380K	Sell	805 -400	-33%	-$183K	0.13%	157
2021 Q3	$512K	Hold	1,205	–	–	0.19%	116
2021 Q2	$495K	Hold	1,205	–	–	0.17%	125
2021 Q1	$425K	Hold	1,205	–	–	0.16%	132
2020 Q4	$396K	Hold	1,205	–	–	0.17%	125
2020 Q3	$435K	Hold	1,205	–	–	0.21%	109
2020 Q2	$397K	Hold	1,205	–	–	0.2%	109
2020 Q1	$295K	Hold	1,205	–	–	0.19%	117
2019 Q4	$329K	Hold	1,205	–	–	0.16%	130
2019 Q3	$295K	Hold	1,205	–	–	0.16%	135
2019 Q2	$274K	Hold	1,205	–	–	0.15%	141
2019 Q1	$254K	Hold	1,205	–	–	0.15%	143
2018 Q4	$205K	Hold	1,205	–	–	0.13%	148
2018 Q3	$235K	Hold	1,205	–	–	0.13%	158
2018 Q2	$246K	Hold	1,205	–	–	0.14%	155
2018 Q1	$230K	Hold	1,205	–	–	0.13%	155
2017 Q4	$204K	Buy	+1,205	New	+$197K	0.11%	171

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Investment Counsel's SPGI Position: Q3 2024 in Review

Meridian Investment Counsel sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 676 shares — an estimated $301K sold.

Meridian Investment Counsel first reported a position in SPGI in Q4 2017 and held it in 27 quarters. The position peaked at $512K in Q3 2021. 1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

Meridian Investment Counsel reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
Meridian Investment Counsel sold 676 S&P Global shares in Q3 2024, an estimated $301K.
Meridian Investment Counsel first reported a position in S&P Global in Q4 2017 and held it in 27 quarters.
Meridian Investment Counsel's S&P Global position peaked at $512K in Q3 2021.
1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Meridian Investment Counsel's 13F filing for Q3 2024, filed 6 Nov 2024.