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Oak Family Advisors’s S&P Global SPGI Stock Holding History

Oak Family 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
2022
Q3 		– Sell
-1,424
Closed -$480K – 132
2022
Q2 		$480K Sell
1,424
-294
-17% -$105K 0.24% 73
2022
Q1 		$705K Buy
+1,718
New +$700K 0.28% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oak Family Advisors's SPGI Position: Q3 2022 in Review

Oak Family Advisors sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 1,424 shares — an estimated $480K sold.

Oak Family Advisors first reported a position in SPGI in Q1 2022 and held it in 2 quarters. The position peaked at $705K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Oak Family Advisors reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Oak Family Advisors sold 1,424 S&P Global shares in Q3 2022, an estimated $480K.
  • Oak Family Advisors first reported a position in S&P Global in Q1 2022 and held it in 2 quarters.
  • Oak Family Advisors's S&P Global position peaked at $705K in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Oak Family Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.