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Stonebridge Capital Advisors’s S&P Global SPGI Stock Holding History

Stonebridge Capital Advisors’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 		– Sell
-38
Closed -$13.9K – 765
2023
Q3 		$13.9K Buy
38
+7
+23% +$2.75K ﹤0.01% 554
2023
Q2 		$12.4K Sell
31
-16
-34% -$5.85K ﹤0.01% 586
2023
Q1 		$16.2K Buy
47
+17
+57% +$5.98K ﹤0.01% 540
2022
Q4 		$10K Sell
30
-6
-17% -$1.98K ﹤0.01% 598
2022
Q3 		$11K Buy
36
+19
+112% +$6.8K ﹤0.01% 568
2022
Q2 		$6K Hold
17
– – ﹤0.01% 695
2022
Q1 		$7K Buy
+17
New +$6.92K ﹤0.01% 732
2020
Q2 		– Sell
-14
Closed -$3K – 845
2020
Q1 		$3K Hold
14
– – ﹤0.01% 612
2019
Q4 		$4K Sell
14
-48
-77% -$12.5K ﹤0.01% 684
2019
Q3 		$15K Buy
+62
New +$15.5K ﹤0.01% 501

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return