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Retirement Group’s S&P Global SPGI Stock Holding History

Retirement 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
2024
Q1 		$425 Hold
1
– – ﹤0.01% 772
2023
Q4 		$441 Hold
1
– – ﹤0.01% 757
2023
Q3 		$365 Hold
1
– – ﹤0.01% 702
2023
Q2 		$401 Hold
1
– – ﹤0.01% 734
2023
Q1 		$0 Hold
1
– – ﹤0.01% 749
2022
Q4 		$0 Hold
1
– – ﹤0.01% 717
2022
Q3 		$0 Sell
1
-30
-97% -$10.7K ﹤0.01% 764
2022
Q2 		$10K Hold
31
– – ﹤0.01% 441
2022
Q1 		$13K Buy
31
+8
+35% +$3.26K 0.01% 420
2021
Q4 		$11K Buy
+23
New +$10.5K ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Group's SPGI Position: Q1 2024 in Review

Retirement Group held its S&P Global (SPGI) position steady in Q1 2024 at 1 share worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Retirement Group first reported a position in SPGI in Q4 2021 and has held it in 10 quarters since. The position peaked at $13K in Q1 2022. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Retirement Group held 1 share of S&P Global worth $425 as of Q1 2024.
  • Retirement Group left its S&P Global share count unchanged in Q1 2024.
  • S&P Global made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #772 holding.
  • Retirement Group first reported a position in S&P Global in Q4 2021 and has held it in 10 quarters since.
  • Retirement Group's S&P Global position peaked at $13K in Q1 2022.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.