Next Level Private’s S&P Global SPGI Stock Holding History

Next Level Private’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
2022 Q3	–	Sell	-4,990	Closed	-$1.68M	–	159
2022 Q2	$1.68M	Buy	+4,990	New	+$1.78M	0.64%	31

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Next Level Private's SPGI Position: Q3 2022 in Review

Next Level Private sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 4,990 shares — an estimated $1.68M sold.

Next Level Private first reported a position in SPGI in Q2 2022 and held it in 1 quarter. The position peaked at $1.68M in Q2 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Next Level Private reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
Next Level Private sold 4,990 S&P Global shares in Q3 2022, an estimated $1.68M.
Next Level Private first reported a position in S&P Global in Q2 2022 and held it in 1 quarter.
Next Level Private's S&P Global position peaked at $1.68M in Q2 2022.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Next Level Private's 13F filing for Q3 2022, filed 21 Oct 2022.