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Milestone Investment Advisors’s S&P Global SPGI Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-22
Closed -$8.04K – 397
2023
Q3 		$8.04K Buy
+22
New +$8.65K ﹤0.01% 303
2023
Q2 		– Sell
-22
Closed -$7.58K – 393
2023
Q1 		$7.58K Buy
+22
New +$7.74K ﹤0.01% 310

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Milestone Investment Advisors's SPGI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 22 shares — an estimated $8.04K sold.

Milestone Investment Advisors first reported a position in SPGI in Q1 2023 and held it in 2 quarters. The position peaked at $8.04K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 22 S&P Global shares in Q4 2023, an estimated $8.04K.
  • Milestone Investment Advisors first reported a position in S&P Global in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's S&P Global position peaked at $8.04K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.