MGO Private Wealth’s S&P Global SPGI Stock Holding History

MGO Private 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
2024 Q3	–	Sell	-511	Closed	-$228K	–	73
2024 Q2	$228K	Hold	511	–	–	0.14%	72
2024 Q1	$217K	Buy	+511	New	+$221K	0.14%	76

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

MGO Private Wealth's SPGI Position: Q3 2024 in Review

MGO Private Wealth sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 511 shares — an estimated $228K sold.

MGO Private Wealth first reported a position in SPGI in Q1 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

MGO Private Wealth reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 511 S&P Global shares in Q3 2024, an estimated $228K.
MGO Private Wealth first reported a position in S&P Global in Q1 2024 and held it in 2 quarters.
MGO Private Wealth's S&P Global position peaked at $228K in Q2 2024.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.