RegentAtlantic Capital’s S&P Global SPGI Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$2.97M	Buy	9,719 +366	+4%	+$131K	0.09%	157
2022 Q2	$3.15M	Buy	9,353 +1,832	+24%	+$653K	0.1%	148
2022 Q1	$3.08M	Buy	7,521 +2,103	+39%	+$857K	0.09%	171
2021 Q4	$2.56M	Buy	5,418 +293	+6%	+$134K	0.07%	188
2021 Q3	$2.18M	Buy	5,125 +1,100	+27%	+$477K	0.07%	200
2021 Q2	$1.65M	Buy	4,025 +1,086	+37%	+$417K	0.05%	229
2021 Q1	$1.04M	Buy	2,939 +1,599	+119%	+$532K	0.04%	274
2020 Q4	$440K	Buy	1,340 +72	+6%	+$24.3K	0.02%	361
2020 Q3	$457K	Sell	1,268 -135	-10%	-$47.6K	0.02%	338
2020 Q2	$462K	Buy	+1,403	New	+$422K	0.03%	316

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RegentAtlantic Capital's SPGI Position: Q3 2022 in Review

RegentAtlantic Capital increased its S&P Global (SPGI) stake by 3.9% in Q3 2022, buying an estimated $131K and bringing the position to 9,719 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #157.

RegentAtlantic Capital first reported a position in SPGI in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.15M in Q2 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

RegentAtlantic Capital held 9,719 shares of S&P Global worth $2.97M as of Q3 2022.
RegentAtlantic Capital bought 366 S&P Global shares in Q3 2022, an estimated $131K.
S&P Global made up 0.09% of RegentAtlantic Capital's portfolio in Q3 2022, its #157 holding.
RegentAtlantic Capital first reported a position in S&P Global in Q2 2020 and has held it in 10 quarters since.
RegentAtlantic Capital's S&P Global position peaked at $3.15M in Q2 2022.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.