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Planning Capital Management Corporation’s S&P Global SPGI Stock Holding History

Planning Capital Management Corporation’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 		$43.4K Sell
84
-334
-80% -$165K 0.03% 198
2024
Q2 		$186K Hold
418
– – 0.13% 93
2024
Q1 		$178K Buy
418
+21
+5% +$9.1K 0.13% 94
2023
Q4 		$175K Buy
+397
New +$157K 0.14% 90

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

Planning Capital Management Corporation's SPGI Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its S&P Global (SPGI) stake by 80% in Q3 2024, selling an estimated $165K and leaving 84 shares worth $43.4K. The position accounts for 0.03% of the portfolio, ranked #198.

Planning Capital Management Corporation first reported a position in SPGI in Q4 2023 and has held it in 4 quarters since. The position peaked at $186K in Q2 2024. 1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Planning Capital Management Corporation held 84 shares of S&P Global worth $43.4K as of Q3 2024.
  • Planning Capital Management Corporation sold 334 S&P Global shares in Q3 2024, an estimated $165K.
  • S&P Global made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #198 holding.
  • Planning Capital Management Corporation first reported a position in S&P Global in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's S&P Global position peaked at $186K in Q2 2024.
  • 1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.