SFG
SPGI icon

Steward Financial Group’s S&P Global SPGI Stock Holding History

Steward Financial Group’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
Q3 		$59K Buy
163
+34
+26% +$13.4K 0.02% 134
2023
Q2 		$51K Buy
129
+89
+223% +$32.5K 0.02% 142
2023
Q1 		$13K Buy
40
+21
+111% +$7.39K ﹤0.01% 169
2022
Q4 		$6K Buy
+19
New +$6.26K ﹤0.01% 183
2022
Q3 		– Sell
-8
Closed -$2K – 1143
2022
Q2 		$2K Buy
+8
New +$2.85K ﹤0.01% 608

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Steward Financial Group's SPGI Position: Q3 2023 in Review

Steward Financial Group increased its S&P Global (SPGI) stake by 26% in Q3 2023, buying an estimated $13.4K and bringing the position to 163 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #134.

Steward Financial Group first reported a position in SPGI in Q2 2022 and has held it in 5 quarters since. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Steward Financial Group held 163 shares of S&P Global worth $59K as of Q3 2023.
  • Steward Financial Group bought 34 S&P Global shares in Q3 2023, an estimated $13.4K.
  • S&P Global made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #134 holding.
  • Steward Financial Group first reported a position in S&P Global in Q2 2022 and has held it in 5 quarters since.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.