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

Pin Oak Investment 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
2024
Q1 		– Sell
-16
Closed -$7K – 475
2023
Q4 		$7K Hold
16
– – 0.01% 360
2023
Q3 		$6K Sell
16
-104
-87% -$40.9K 0.01% 364
2023
Q2 		$48K Buy
120
+63
+111% +$23K 0.05% 163
2023
Q1 		$20K Buy
+57
New +$20.1K 0.02% 239
2022
Q2 		– Sell
-57
Closed -$23K – 437
2022
Q1 		$23K Hold
57
– – 0.02% 245
2021
Q4 		$27K Hold
57
– – 0.03% 232
2021
Q3 		$24K Hold
57
– – 0.03% 240
2021
Q2 		$23K Hold
57
– – 0.02% 236
2021
Q1 		$20K Hold
57
– – 0.02% 254
2020
Q4 		$19K Buy
+57
New +$19.2K 0.02% 274

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pin Oak Investment Advisors's SPGI Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 16 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in SPGI in Q4 2020 and held it in 10 quarters. The position peaked at $48K in Q2 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Pin Oak Investment Advisors reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 16 S&P Global shares in Q1 2024, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in S&P Global in Q4 2020 and held it in 10 quarters.
  • Pin Oak Investment Advisors's S&P Global position peaked at $48K in Q2 2023.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.