SFP
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Sterling Financial Planning’s S&P Global SPGI Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-48
Closed -$20K – 350
2021
Q3 		$20K Hold
48
– – 0.01% 263
2021
Q2 		$20K Hold
48
– – 0.01% 258
2021
Q1 		$17K Hold
48
– – 0.01% 242
2020
Q4 		$16K Buy
+48
New +$16.2K 0.01% 233

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Sterling Financial Planning's SPGI Position: Q4 2021 in Review

Sterling Financial Planning sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 48 shares — an estimated $20K sold.

Sterling Financial Planning first reported a position in SPGI in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 1,539 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Sterling Financial Planning reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 48 S&P Global shares in Q4 2021, an estimated $20K.
  • Sterling Financial Planning first reported a position in S&P Global in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's S&P Global position peaked at $20K in Q3 2021.
  • 1,539 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.