Motley Fool Asset Management’s S&P Global SPGI Stock Holding History

Motley Fool Asset Management’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	-7,301	Closed	-$2.45M	–	189
2022 Q4	$2.45M	Sell	7,301 -155	-2%	-$51.1K	0.28%	78
2022 Q3	$2.28M	Buy	7,456 +256	+4%	+$91.6K	0.22%	83
2022 Q2	$2.48M	Buy	+7,200	New	+$2.57M	0.23%	83
2021 Q4	–	Sell	-6,191	Closed	-$2.63M	–	340
2021 Q3	$2.63M	Buy	+6,191	New	+$2.68M	0.17%	98

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Motley Fool Asset Management's SPGI Position: Q1 2023 in Review

Motley Fool Asset Management sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 7,301 shares — an estimated $2.45M sold.

Motley Fool Asset Management first reported a position in SPGI in Q3 2021 and held it in 4 quarters. The position peaked at $2.63M in Q3 2021. 1,596 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

Motley Fool Asset Management reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
Motley Fool Asset Management sold 7,301 S&P Global shares in Q1 2023, an estimated $2.45M.
Motley Fool Asset Management first reported a position in S&P Global in Q3 2021 and held it in 4 quarters.
Motley Fool Asset Management's S&P Global position peaked at $2.63M in Q3 2021.
1,596 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Motley Fool Asset Management's 13F filing for Q1 2023, filed 10 May 2023.