Plante Moran Financial Advisors’s S&P Global SPGI Stock Holding History

Plante Moran Financial 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
2021 Q4	–	Sell	-30	Closed	-$13K	–	1094
2021 Q3	$13K	Sell	30 -111	-79%	-$48.1K	﹤0.01%	650
2021 Q2	$58K	Sell	141 -173	-55%	-$66.5K	0.01%	338
2021 Q1	$111K	Hold	314	–	–	0.03%	237
2020 Q4	$103K	Sell	314 -1,096	-78%	-$370K	0.03%	248
2020 Q3	$508K	Buy	1,410 +1,110	+370%	+$392K	0.18%	72
2020 Q2	$99K	Sell	300 -48	-14%	-$14.4K	0.04%	212
2020 Q1	$85K	Buy	348 +117	+51%	+$32.1K	0.04%	206
2019 Q4	$63K	Buy	231 +48	+26%	+$12.5K	0.02%	290
2019 Q3	$45K	Hold	183	–	–	0.01%	360
2019 Q2	$42K	Hold	183	–	–	0.01%	372
2019 Q1	$39K	Hold	183	–	–	0.01%	385
2018 Q4	$31K	Hold	183	–	–	0.01%	372
2018 Q3	$36K	Hold	183	–	–	0.01%	355
2018 Q2	$37K	Hold	183	–	–	0.02%	393
2018 Q1	$35K	Hold	183	–	–	0.02%	418
2017 Q4	$31K	Hold	183	–	–	0.02%	429
2017 Q3	$29K	Hold	183	–	–	0.02%	411
2017 Q2	$27K	Hold	183	–	–	0.02%	431
2017 Q1	$24K	Hold	183	–	–	0.01%	451
2016 Q4	$20K	Sell	183 -34	-16%	-$4.06K	0.01%	486
2016 Q3	$27K	Sell	217 -9	-4%	-$1.08K	0.02%	426
2016 Q2	$24K	Buy	+226	New	+$24.3K	0.02%	406

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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