RGF
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Retirement Guys Formula’s S&P Global SPGI Stock Holding History

Retirement Guys Formula’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 		– Sell
-1,420
Closed -$478K – 132
2022
Q2 		$478K Buy
1,420
+248
+21% +$88.4K 0.49% 52
2022
Q1 		$480K Buy
1,172
+96
+9% +$39.1K 0.32% 56
2021
Q4 		$508K Buy
+1,076
New +$492K 0.4% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Retirement Guys Formula's SPGI Position: Q3 2022 in Review

Retirement Guys Formula sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 1,420 shares — an estimated $478K sold.

Retirement Guys Formula first reported a position in SPGI in Q4 2021 and held it in 3 quarters. The position peaked at $508K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Retirement Guys Formula reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 1,420 S&P Global shares in Q3 2022, an estimated $478K.
  • Retirement Guys Formula first reported a position in S&P Global in Q4 2021 and held it in 3 quarters.
  • Retirement Guys Formula's S&P Global position peaked at $508K in Q4 2021.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Retirement Guys Formula's 13F filing for Q3 2022, filed 2 Nov 2022.