Peachtree Investment Partners’s S&P Global SPGI Stock Holding History

Peachtree Investment Partners’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 Q2	–	Sell	-3,755	Closed	-$1.54M	–	107
2022 Q1	$1.54M	Sell	3,755 -948	-20%	-$386K	0.71%	29
2021 Q4	$2.22M	Buy	4,703 +2,958	+170%	+$1.35M	0.93%	24
2021 Q3	$742K	Buy	1,745 +120	+7%	+$52K	0.36%	42
2021 Q2	$667K	Buy	1,625 +99	+6%	+$38K	0.33%	45
2021 Q1	$538K	Sell	1,526 -4,457	-74%	-$1.48M	0.31%	48
2020 Q4	$1.97M	Sell	5,983 -1,209	-17%	-$408K	1.14%	21
2020 Q3	$2.59M	Buy	7,192 +1,031	+17%	+$364K	1.79%	14
2020 Q2	$2.03M	Buy	+6,161	New	+$1.85M	1.67%	13

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Peachtree Investment Partners's SPGI Position: Q2 2022 in Review

Peachtree Investment Partners sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 3,755 shares — an estimated $1.54M sold.

Peachtree Investment Partners first reported a position in SPGI in Q2 2020 and held it in 8 quarters. The position peaked at $2.59M in Q3 2020. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Peachtree Investment Partners reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Peachtree Investment Partners sold 3,755 S&P Global shares in Q2 2022, an estimated $1.54M.
Peachtree Investment Partners first reported a position in S&P Global in Q2 2020 and held it in 8 quarters.
Peachtree Investment Partners's S&P Global position peaked at $2.59M in Q3 2020.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Peachtree Investment Partners's 13F filing for Q2 2022, filed 16 Aug 2022.