MMG
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Monetary Management Group’s S&P Global SPGI Stock Holding History

Monetary Management 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
-100
Closed -$34K – 349
2022
Q2 		$34K Sell
100
-2,360
-96% -$841K 0.01% 279
2022
Q1 		$1.01M Hold
2,460
– – 0.27% 81
2021
Q4 		$1.16M Buy
2,460
+100
+4% +$45.7K 0.29% 81
2021
Q3 		$1M Buy
2,360
+100
+4% +$43.3K 0.28% 85
2021
Q2 		$928K Hold
2,260
– – 0.28% 76
2021
Q1 		$797K Hold
2,260
– – 0.25% 89
2020
Q4 		$743K Buy
2,260
+1,130
+100% +$381K 0.24% 89
2020
Q3 		$407K Hold
1,130
– – 0.15% 115
2020
Q2 		$372K Hold
1,130
– – 0.14% 113
2020
Q1 		$277K Buy
+1,130
New +$310K 0.12% 115

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Monetary Management Group's SPGI Position: Q3 2022 in Review

Monetary Management Group sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 100 shares — an estimated $34K sold.

Monetary Management Group first reported a position in SPGI in Q1 2020 and held it in 10 quarters. The position peaked at $1.16M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Monetary Management Group reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Monetary Management Group sold 100 S&P Global shares in Q3 2022, an estimated $34K.
  • Monetary Management Group first reported a position in S&P Global in Q1 2020 and held it in 10 quarters.
  • Monetary Management Group's S&P Global position peaked at $1.16M in Q4 2021.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

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