SCA
SPGI icon

Strategic Capital Advisers’s S&P Global SPGI Stock Holding History

Strategic Capital Advisers’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
Q2 		$1.62M Hold
4,800
– – 1.34% 36
2022
Q1 		$1.97M Hold
4,800
– – 1.5% 33
2021
Q4 		$2.27M Hold
4,800
– – 1.62% 32
2021
Q3 		$2.04M Buy
+4,800
New +$2.08M 1.59% 32

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Strategic Capital Advisers's SPGI Position: Q2 2022 in Review

Strategic Capital Advisers held its S&P Global (SPGI) position steady in Q2 2022 at 4,800 shares worth $1.62M. The position accounts for 1.34% of the portfolio, ranked #36.

Strategic Capital Advisers first reported a position in SPGI in Q3 2021 and has held it in 4 quarters since. The position peaked at $2.27M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Strategic Capital Advisers held 4,800 shares of S&P Global worth $1.62M as of Q2 2022.
  • Strategic Capital Advisers left its S&P Global share count unchanged in Q2 2022.
  • S&P Global made up 1.34% of Strategic Capital Advisers's portfolio in Q2 2022, its #36 holding.
  • Strategic Capital Advisers first reported a position in S&P Global in Q3 2021 and has held it in 4 quarters since.
  • Strategic Capital Advisers's S&P Global position peaked at $2.27M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.