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Meristem Family Wealth’s S&P Global SPGI Stock Holding History

Meristem Family Wealth’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
2021
Q4 		– Sell
-820
Closed -$348K – 429
2021
Q3 		$348K Buy
820
+90
+12% +$39K 0.03% 283
2021
Q2 		$300K Hold
730
– – 0.05% 252
2021
Q1 		$258K Buy
+730
New +$243K 0.05% 198

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's SPGI Position: Q4 2021 in Review

Meristem Family Wealth sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 820 shares — an estimated $348K sold.

Meristem Family Wealth first reported a position in SPGI in Q1 2021 and held it in 3 quarters. The position peaked at $348K in Q3 2021. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Meristem Family Wealth reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 820 S&P Global shares in Q4 2021, an estimated $348K.
  • Meristem Family Wealth first reported a position in S&P Global in Q1 2021 and held it in 3 quarters.
  • Meristem Family Wealth's S&P Global position peaked at $348K in Q3 2021.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.