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

Piershale 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
2023
Q2 		$10K Hold
25
– – 0.01% 114
2023
Q1 		$8.62K Hold
25
– – 0.01% 122
2022
Q4 		$8.37K Buy
+25
New +$8.24K 0.01% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Piershale Financial Group's SPGI Position: Q2 2023 in Review

Piershale Financial Group held its S&P Global (SPGI) position steady in Q2 2023 at 25 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #114.

Piershale Financial Group first reported a position in SPGI in Q4 2022 and has held it in 3 quarters since. 1,622 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Piershale Financial Group held 25 shares of S&P Global worth $10K as of Q2 2023.
  • Piershale Financial Group left its S&P Global share count unchanged in Q2 2023.
  • S&P Global made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #114 holding.
  • Piershale Financial Group first reported a position in S&P Global in Q4 2022 and has held it in 3 quarters since.
  • 1,622 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.