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Polaris Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Polaris Wealth Advisory 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
Q3 		$1.55M Buy
+4,233
New +$1.66M 0.12% 105
2023
Q2 		– Sell
-4,283
Closed -$1.48M – 188
2023
Q1 		$1.48M Hold
4,283
– – 0.11% 103
2022
Q4 		$1.56M Hold
4,283
– – 0.12% 100
2022
Q3 		$1.28M Hold
4,283
– – 0.11% 94
2022
Q2 		$1.44M Hold
4,283
– – 0.12% 82
2022
Q1 		$1.78M Sell
4,283
-61
-1% -$24.8K 0.12% 85
2021
Q4 		$2.05M Hold
4,344
– – 0.12% 93
2021
Q3 		$1.88M Sell
4,344
-75,481
-95% -$32.7M 0.11% 87
2021
Q2 		$32.9M Buy
79,825
+53,074
+198% +$20.4M 1.95% 19
2021
Q1 		$9.87M Buy
26,751
+22,468
+525% +$7.48M 0.63% 47
2020
Q4 		$1.4M Hold
4,283
– – 0.1% 98
2020
Q3 		$1.56M Sell
4,283
-322
-7% -$114K 0.15% 93
2020
Q2 		$1.54M Hold
4,605
– – 0.12% 84
2020
Q1 		$1.13M Buy
4,605
+50
+1% +$13.7K 0.12% 73
2019
Q4 		$1.36M Sell
4,555
-11
-0.2% -$2.86K 0.09% 94
2019
Q3 		$1.08M Buy
4,566
+12
+0.3% +$3K 0.09% 98
2019
Q2 		$1.06M Sell
4,554
-1,060
-19% -$232K 0.08% 96
2019
Q1 		$1.2M Sell
5,614
-449
-7% -$87K 0.09% 95
2018
Q4 		$1.03M Sell
6,063
-98,596
-94% -$17.7M 0.1% 83
2018
Q3 		$20.4M Sell
104,659
-8,859
-8% -$1.83M 1.41% 34
2018
Q2 		$21.7M Sell
113,518
-4,299
-4% -$849K 1.83% 21
2018
Q1 		$22.5M Buy
117,817
+5,348
+5% +$987K 1.84% 21
2017
Q4 		$19.1M Buy
112,469
+2,485
+2% +$406K 1.56% 29
2017
Q3 		$17.2M Sell
109,984
-2,200
-2% -$334K 1.51% 30
2017
Q2 		$16.4M Buy
112,184
+1,439
+1% +$200K 1.86% 26
2017
Q1 		$14.5M Buy
110,745
+4,128
+4% +$513K 1.58% 32
2016
Q4 		$11.5M Sell
106,617
-1,028
-1% -$123K 1.33% 35
2016
Q3 		$13.6M Buy
+107,645
New +$12.9M 1.63% 34

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 $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Polaris Wealth Advisory Group's SPGI Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in S&P Global (SPGI) in Q3 2023: 4,233 shares worth $1.55M. The stake represents 0.12% of the portfolio and ranks #105 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in SPGI as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in SPGI in Q3 2016 and has held it in 28 quarters since. The position peaked at $32.9M in Q2 2021. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Polaris Wealth Advisory Group held 4,233 shares of S&P Global worth $1.55M as of Q3 2023.
  • S&P Global was a new Polaris Wealth Advisory Group position in Q3 2023.
  • S&P Global made up 0.12% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #105 holding.
  • Polaris Wealth Advisory Group first reported a position in S&P Global in Q3 2016 and has held it in 28 quarters since.
  • Polaris Wealth Advisory Group's S&P Global position peaked at $32.9M in Q2 2021.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.