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Peterson Financial Group’s S&P Global SPGI Stock Holding History

Peterson Financial Group’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
2024
Q3 		$16.6K Buy
+32
New +$15.8K 0.06% 166

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 $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Financial Group's SPGI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in S&P Global (SPGI) in Q3 2024: 32 shares worth $16.6K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings.

1,931 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Peterson Financial Group held 32 shares of S&P Global worth $16.6K as of Q3 2024.
  • S&P Global was a new Peterson Financial Group position in Q3 2024.
  • S&P Global made up 0.06% of Peterson Financial Group's portfolio in Q3 2024, its #166 holding.
  • 1,931 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.