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Sargent Bickham Lagudis’s S&P Global SPGI Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$929K Sell
2,773
-59
-2% -$19.4K 0.08% 136
2022
Q3 		$865K Sell
2,832
-393
-12% -$141K 0.08% 133
2022
Q2 		$1.09M Sell
3,225
-1,300
-29% -$463K 0.09% 129
2022
Q1 		$1.86M Buy
4,525
+4,424
+4,380% +$1.8M 0.14% 110
2021
Q4 		$48K Sell
101
-2
-2% -$915 ﹤0.01% 462
2021
Q3 		$44K Buy
103
+89
+636% +$38.6K ﹤0.01% 468
2021
Q2 		$6K Hold
14
– – ﹤0.01% 784
2021
Q1 		$5K Hold
14
– – ﹤0.01% 794
2020
Q4 		$5K Buy
+14
New +$4.72K ﹤0.01% 745
2019
Q3 		– Sell
-80
Closed -$18K – 775
2019
Q2 		$18K Buy
+80
New +$17.5K ﹤0.01% 514

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return