SS
SPGI icon

Simplicity Solutions’s S&P Global SPGI Stock Holding History

Simplicity Solutions’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
Q4 		$2.8M Buy
6,366
+1,007
+19% +$397K 0.08% 234
2023
Q3 		$1.96M Sell
5,359
-361
-6% -$142K 0.06% 287
2023
Q2 		$2.29M Sell
5,720
-1,564
-21% -$571K 0.06% 275
2023
Q1 		$2.51M Buy
7,284
+4,512
+163% +$1.59M 0.07% 265
2022
Q4 		$929K Buy
2,772
+207
+8% +$68.2K 0.13% 208
2022
Q3 		$783K Buy
2,565
+95
+4% +$34K 0.11% 228
2022
Q2 		$833K Buy
2,470
+355
+17% +$127K 0.11% 211
2022
Q1 		$868K Sell
2,115
-1,145
-35% -$466K 0.11% 196
2021
Q4 		$1.54M Buy
3,260
+1,763
+118% +$806K 0.17% 156
2021
Q3 		$636K Buy
1,497
+227
+18% +$98.4K 0.1% 230
2021
Q2 		$521K Buy
1,270
+305
+32% +$117K 0.1% 216
2021
Q1 		$341K Sell
965
-22,311
-96% -$7.43M 0.08% 290
2020
Q4 		$7.65M Buy
23,276
+5,862
+34% +$1.98M 0.11% 176
2020
Q3 		$6.28M Buy
17,414
+4,647
+36% +$1.64M 0.12% 164
2020
Q2 		$4.21M Buy
12,767
+8,336
+188% +$2.51M 0.08% 196
2020
Q1 		$1.09M Buy
4,431
+2,154
+95% +$591K 0.03% 326
2019
Q4 		$622K Buy
+2,277
New +$592K 0.02% 487
2019
Q2 		– Sell
-1,297
Closed -$273K – 850
2019
Q1 		$273K Sell
1,297
-820
-39% -$159K 0.02% 569
2018
Q4 		$359K Buy
+2,117
New +$379K 0.05% 395

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's SPGI Position: Q4 2023 in Review

Simplicity Solutions increased its S&P Global (SPGI) stake by 19% in Q4 2023, buying an estimated $397K and bringing the position to 6,366 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #234.

Simplicity Solutions first reported a position in SPGI in Q4 2018 and has held it in 19 quarters since. The position peaked at $7.65M in Q4 2020. 1,771 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Simplicity Solutions held 6,366 shares of S&P Global worth $2.8M as of Q4 2023.
  • Simplicity Solutions bought 1,007 S&P Global shares in Q4 2023, an estimated $397K.
  • S&P Global made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #234 holding.
  • Simplicity Solutions first reported a position in S&P Global in Q4 2018 and has held it in 19 quarters since.
  • Simplicity Solutions's S&P Global position peaked at $7.65M in Q4 2020.
  • 1,771 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.