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Perkins Coie Trust Company’s S&P Global SPGI Stock Holding History

Perkins Coie Trust Company’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
Q4 		– Sell
-21
Closed -$7.67K – 537
2023
Q3 		$7.67K Buy
+21
New +$8.26K ﹤0.01% 244
2021
Q2 		– Sell
-12
Closed -$4K – 305
2021
Q1 		$4K Hold
12
– – ﹤0.01% 223
2020
Q4 		$4K Hold
12
– – ﹤0.01% 233
2020
Q3 		$4K Hold
12
– – ﹤0.01% 226
2020
Q2 		$4K Sell
12
-3
-20% -$902 ﹤0.01% 239
2020
Q1 		$4K Buy
15
+3
+25% +$823 ﹤0.01% 265
2019
Q4 		$3K Hold
12
– – ﹤0.01% 271
2019
Q3 		$3K Hold
12
– – ﹤0.01% 279
2019
Q2 		$3K Buy
+12
New +$2.62K ﹤0.01% 279

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perkins Coie Trust Company's SPGI Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 21 shares — an estimated $7.67K sold.

Perkins Coie Trust Company first reported a position in SPGI in Q2 2019 and held it in 9 quarters. The position peaked at $7.67K in Q3 2023. 1,772 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 21 S&P Global shares in Q4 2023, an estimated $7.67K.
  • Perkins Coie Trust Company first reported a position in S&P Global in Q2 2019 and held it in 9 quarters.
  • Perkins Coie Trust Company's S&P Global position peaked at $7.67K in Q3 2023.
  • 1,772 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.