Standard Family Office’s S&P Global SPGI Stock Holding History

Standard Family Office’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	–	Sell	-53	Closed	-$16K	–	380
2022 Q3	$16K	Hold	53	–	–	0.01%	221
2022 Q2	$18K	Buy	+53	New	+$18.9K	0.18%	89
2021 Q3	–	Sell	-11	Closed	-$5K	–	456
2021 Q2	$5K	Hold	11	–	–	﹤0.01%	273
2021 Q1	$4K	Hold	11	–	–	﹤0.01%	339
2020 Q4	$4K	Buy	+11	New	+$3.71K	﹤0.01%	337

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Standard Family Office's SPGI Position: Q4 2022 in Review

Standard Family Office sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 53 shares — an estimated $16K sold.

Standard Family Office first reported a position in SPGI in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q2 2022. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Standard Family Office reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 53 S&P Global shares in Q4 2022, an estimated $16K.
Standard Family Office first reported a position in S&P Global in Q4 2020 and held it in 5 quarters.
Standard Family Office's S&P Global position peaked at $18K in Q2 2022.
1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.