Safeguard Financial’s S&P Global SPGI Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-6	Closed	-$2K	–	483
2023 Q2	$2K	Buy	+6	New	+$2.19K	﹤0.01%	471

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Safeguard Financial's SPGI Position: Q3 2023 in Review

Safeguard Financial sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 6 shares — an estimated $2K sold.

Safeguard Financial first reported a position in SPGI in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

Safeguard Financial reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 6 S&P Global shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in S&P Global in Q2 2023 and held it in 1 quarter.
Safeguard Financial's S&P Global position peaked at $2K in Q2 2023.
1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.