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MSH Capital Advisors’s S&P Global SPGI Stock Holding History

MSH Capital 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
2024
Q3 		– Sell
-731
Closed -$326K – 233
2024
Q2 		$326K Sell
731
-109
-13% -$46.8K 0.11% 177
2024
Q1 		$358K Sell
840
-11
-1% -$4.77K 0.13% 161
2023
Q4 		$375K Sell
851
-50
-6% -$19.7K 0.14% 149
2023
Q3 		$329K Sell
901
-13
-1% -$5.11K 0.13% 161
2023
Q2 		$366K Buy
+914
New +$334K 0.13% 159

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSH Capital Advisors's SPGI Position: Q3 2024 in Review

MSH Capital Advisors sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 731 shares — an estimated $326K sold.

MSH Capital Advisors first reported a position in SPGI in Q2 2023 and held it in 5 quarters. The position peaked at $375K in Q4 2023. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • MSH Capital Advisors reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • MSH Capital Advisors sold 731 S&P Global shares in Q3 2024, an estimated $326K.
  • MSH Capital Advisors first reported a position in S&P Global in Q2 2023 and held it in 5 quarters.
  • MSH Capital Advisors's S&P Global position peaked at $375K in Q4 2023.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on MSH Capital Advisors's 13F filing for Q3 2024, filed 14 Feb 2025.