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RFP Financial Group’s S&P Global SPGI Stock Holding History

RFP Financial 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
Q3 		– Sell
-28
Closed -$12.5K – 691
2024
Q2 		$12.5K Buy
28
+1
+4% +$429 ﹤0.01% 409
2024
Q1 		$11.5K Buy
27
+8
+42% +$3.47K ﹤0.01% 387
2023
Q4 		$8.37K Hold
19
– – ﹤0.01% 440
2023
Q3 		$6.94K Hold
19
– – ﹤0.01% 454
2023
Q2 		$7.62K Hold
19
– – ﹤0.01% 472
2023
Q1 		$6.55K Hold
19
– – 0.01% 347
2022
Q4 		$6.36K Buy
+19
New +$6.26K ﹤0.01% 480

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

RFP Financial Group's SPGI Position: Q3 2024 in Review

RFP Financial Group sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 28 shares — an estimated $12.5K sold.

RFP Financial Group first reported a position in SPGI in Q4 2022 and held it in 7 quarters. The position peaked at $12.5K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • RFP Financial Group reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 28 S&P Global shares in Q3 2024, an estimated $12.5K.
  • RFP Financial Group first reported a position in S&P Global in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's S&P Global position peaked at $12.5K in Q2 2024.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.