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Retireful LLC’s S&P Global SPGI Stock Holding History

Retireful LLC’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 		– Sell
-1,581
Closed -$817K – 148
2024
Q3 		$817K Buy
+1,581
New +$782K 0.6% 34
2023
Q3 		– Sell
-2,414
Closed -$968K – 115
2023
Q2 		$968K Buy
+2,414
New +$882K 0.37% 56

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Retireful LLC's SPGI Position: Q4 2024 in Review

Retireful LLC sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 1,581 shares — an estimated $817K sold.

Retireful LLC first reported a position in SPGI in Q2 2023 and held it in 2 quarters. The position peaked at $968K in Q2 2023. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Retireful LLC reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Retireful LLC sold 1,581 S&P Global shares in Q4 2024, an estimated $817K.
  • Retireful LLC first reported a position in S&P Global in Q2 2023 and held it in 2 quarters.
  • Retireful LLC's S&P Global position peaked at $968K in Q2 2023.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Retireful LLC's 13F filing for Q4 2024, filed 15 Jan 2025.