Strategic Wealth Partners Group’s S&P Global SPGI Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$1.58M	Buy	3,721 +42	+1%	+$18.2K	0.17%	43
2023 Q4	$1.62M	Sell	3,679 -24	-0.6%	-$9.47K	0.2%	41
2023 Q3	$1.35M	Buy	3,703 +266	+8%	+$105K	0.2%	37
2023 Q2	$1.38M	Buy	3,437 +273	+9%	+$99.7K	0.2%	37
2023 Q1	$1.11M	Buy	3,164 +919	+41%	+$323K	0.18%	35
2022 Q4	$751K	Sell	2,245 -157	-7%	-$51.8K	0.16%	30
2022 Q3	$733K	Buy	2,402 +96	+4%	+$34.3K	0.17%	30
2022 Q2	$777K	Sell	2,306 -47	-2%	-$16.8K	0.17%	30
2022 Q1	$965K	Buy	2,353 +874	+59%	+$356K	0.18%	29
2021 Q4	$697K	Buy	1,479 +79	+6%	+$36.1K	0.12%	40
2021 Q3	$595K	Buy	+1,400	New	+$607K	0.11%	41
2018 Q3	–	Sell	-6	Closed	-$1.22K	–	51
2018 Q2	$1.22K	Buy	+6	New	+$1.19K	0.02%	42

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners Group's SPGI Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its S&P Global (SPGI) stake by 1.1% in Q1 2024, buying an estimated $18.2K and bringing the position to 3,721 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #43.

Strategic Wealth Partners Group first reported a position in SPGI in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

Strategic Wealth Partners Group held 3,721 shares of S&P Global worth $1.58M as of Q1 2024.
Strategic Wealth Partners Group bought 42 S&P Global shares in Q1 2024, an estimated $18.2K.
S&P Global made up 0.17% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #43 holding.
Strategic Wealth Partners Group first reported a position in S&P Global in Q2 2018 and has held it in 12 quarters since.
Strategic Wealth Partners Group's S&P Global position peaked at $1.62M in Q4 2023.
1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.