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Sierra Capital’s S&P Global SPGI Stock Holding History

Sierra Capital’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
Q1 		– Sell
-21
Closed -$7K – 501
2022
Q4 		$7K Hold
21
– – ﹤0.01% 380
2022
Q3 		$6K Hold
21
– – ﹤0.01% 407
2022
Q2 		$7K Sell
21
-26
-55% -$9.27K ﹤0.01% 465
2022
Q1 		$19K Buy
47
+2
+4% +$815 ﹤0.01% 416
2021
Q4 		$21K Buy
+45
New +$20.6K ﹤0.01% 408

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sierra Capital's SPGI Position: Q1 2023 in Review

Sierra Capital sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 21 shares — an estimated $7K sold.

Sierra Capital first reported a position in SPGI in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Sierra Capital reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 21 S&P Global shares in Q1 2023, an estimated $7K.
  • Sierra Capital first reported a position in S&P Global in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's S&P Global position peaked at $21K in Q4 2021.
  • 1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.