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Strategic Investment Solutions’s S&P Global SPGI Stock Holding History

Strategic Investment Solutions’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
-77
Closed -$30.1K – 1180
2023
Q3 		$30.1K Buy
+77
New +$30.3K ﹤0.01% 629

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
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 $1.56T 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

Strategic Investment Solutions's SPGI Position: Q4 2023 in Review

Strategic Investment Solutions sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 77 shares — an estimated $30.1K sold.

Strategic Investment Solutions first reported a position in SPGI in Q3 2023 and held it in 1 quarter. The position peaked at $30.1K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Strategic Investment Solutions reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 77 S&P Global shares in Q4 2023, an estimated $30.1K.
  • Strategic Investment Solutions first reported a position in S&P Global in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's S&P Global position peaked at $30.1K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.