SFC
SPGI icon

Strategic Financial Concepts’s S&P Global SPGI Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-11,249
Closed -$5.82K – 667
2024
Q2 		$5.82K Buy
+11,249
New +$4.83M ﹤0.01% 462

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Concepts's SPGI Position: Q3 2024 in Review

Strategic Financial Concepts sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 11,249 shares — an estimated $5.82K sold.

Strategic Financial Concepts first reported a position in SPGI in Q2 2024 and held it in 1 quarter. The position peaked at $5.82K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Strategic Financial Concepts reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,249 S&P Global shares in Q3 2024, an estimated $5.82K.
  • Strategic Financial Concepts first reported a position in S&P Global in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's S&P Global position peaked at $5.82K in Q2 2024.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.