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Monumental Financial Group’s S&P Global SPGI Stock Holding History

Monumental Financial 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
2023
Q2 		– Sell
-3,264
Closed -$1.13M – 78
2023
Q1 		$1.13M Buy
3,264
+265
+9% +$93.3K 0.81% 36
2022
Q4 		$1M Buy
+2,999
New +$989K 0.81% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Monumental Financial Group's SPGI Position: Q2 2023 in Review

Monumental Financial Group sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 3,264 shares — an estimated $1.13M sold.

Monumental Financial Group first reported a position in SPGI in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q1 2023. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Monumental Financial Group reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 3,264 S&P Global shares in Q2 2023, an estimated $1.13M.
  • Monumental Financial Group first reported a position in S&P Global in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's S&P Global position peaked at $1.13M in Q1 2023.
  • 1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.