Sadoff Investment Management’s S&P Global SPGI Stock Holding History

Sadoff Investment Management’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	$325K	Buy	1,063 +10	+0.9%	+$3.58K	0.03%	69
2022 Q2	$355K	Sell	1,053 -10	-0.9%	-$3.56K	0.03%	70
2022 Q1	$436K	Hold	1,063	–	–	0.03%	66
2021 Q4	$502K	Sell	1,063 -11	-1%	-$5.03K	0.03%	68
2021 Q3	$456K	Hold	1,074	–	–	0.03%	64
2021 Q2	$441K	Hold	1,074	–	–	0.03%	68
2021 Q1	$379K	Hold	1,074	–	–	0.03%	73
2020 Q4	$353K	Hold	1,074	–	–	0.03%	74
2020 Q3	$387K	Hold	1,074	–	–	0.03%	72
2020 Q2	$354K	Hold	1,074	–	–	0.03%	71
2020 Q1	$263K	Hold	1,074	–	–	0.03%	72
2019 Q4	$293K	Hold	1,074	–	–	0.02%	78
2019 Q3	$263K	Hold	1,074	–	–	0.02%	75
2019 Q2	$245K	Hold	1,074	–	–	0.02%	76
2019 Q1	$226K	Buy	+1,074	New	+$208K	0.02%	81
2018 Q4	–	Sell	-1,074	Closed	-$210K	–	96
2018 Q3	$210K	Hold	1,074	–	–	0.02%	84
2018 Q2	$219K	Hold	1,074	–	–	0.02%	85
2018 Q1	$205K	Buy	+1,074	New	+$198K	0.02%	81

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 New York $761B AUM 31.28% 1-Year Est. Return

Capital International Investors

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