My Personal CFO LLC’s S&P Global SPGI Stock Holding History

My Personal CFO LLC’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	-16	Closed	-$5.36K	–	706
2022 Q4	$5.36K	Buy	+16	New	+$5.27K	﹤0.01%	359

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

My Personal CFO LLC's SPGI Position: Q1 2023 in Review

My Personal CFO LLC sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 16 shares — an estimated $5.36K sold.

My Personal CFO LLC first reported a position in SPGI in Q4 2022 and held it in 1 quarter. The position peaked at $5.36K in Q4 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

My Personal CFO LLC reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 16 S&P Global shares in Q1 2023, an estimated $5.36K.
My Personal CFO LLC first reported a position in S&P Global in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's S&P Global position peaked at $5.36K in Q4 2022.
1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.