Private Portfolio Partners’s S&P Global SPGI Stock Holding History

Private Portfolio Partners’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 Q4	$441K	Hold	885	–	–	0.08%	184
2024 Q3	$457K	Buy	+885	New	+$438K	0.09%	173
2024 Q2	–	Sell	-885	Closed	-$377K	–	236
2024 Q1	$377K	Sell	885 -8	-0.9%	-$3.47K	0.08%	180
2023 Q4	$393K	Sell	893 -100	-10%	-$39.5K	0.09%	172
2023 Q3	$363K	Hold	993	–	–	0.09%	170
2023 Q2	$398K	Sell	993 -100	-9%	-$36.5K	0.1%	165
2023 Q1	$377K	Sell	1,093 -250	-19%	-$88K	0.1%	159
2022 Q4	$450K	Hold	1,343	–	–	0.12%	153
2022 Q3	$410K	Hold	1,343	–	–	0.12%	149
2022 Q2	$453K	Sell	1,343 -1,300	-49%	-$463K	0.13%	139
2022 Q1	$1.08M	Sell	2,643 -323	-11%	-$132K	0.27%	80
2021 Q4	$1.4M	Sell	2,966 -250	-8%	-$114K	0.36%	63
2021 Q3	$1.37M	Buy	+3,216	New	+$1.39M	0.39%	58

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Portfolio Partners's SPGI Position: Q4 2024 in Review

Private Portfolio Partners held its S&P Global (SPGI) position steady in Q4 2024 at 885 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #184.

Private Portfolio Partners first reported a position in SPGI in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2021. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Private Portfolio Partners held 885 shares of S&P Global worth $441K as of Q4 2024.
Private Portfolio Partners left its S&P Global share count unchanged in Q4 2024.
S&P Global made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #184 holding.
Private Portfolio Partners first reported a position in S&P Global in Q3 2021 and has held it in 13 quarters since.
Private Portfolio Partners's S&P Global position peaked at $1.4M in Q4 2021.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.