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Money Concepts Capital’s S&P Global SPGI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-578
Closed -$194K – 2548
2022
Q4 		$194K Buy
578
+148
+34% +$48.8K 0.01% 700
2022
Q3 		$131K Sell
430
-17
-4% -$6.08K 0.01% 514
2022
Q2 		$153K Sell
447
-150
-25% -$53.5K 0.01% 466
2022
Q1 		$245K Buy
+597
New +$243K 0.01% 650

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Money Concepts Capital's SPGI Position: Q1 2023 in Review

Money Concepts Capital sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 578 shares — an estimated $194K sold.

Money Concepts Capital first reported a position in SPGI in Q1 2022 and held it in 4 quarters. The position peaked at $245K in Q1 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Money Concepts Capital reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 578 S&P Global shares in Q1 2023, an estimated $194K.
  • Money Concepts Capital first reported a position in S&P Global in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's S&P Global position peaked at $245K in Q1 2022.
  • 1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.