Stuart Chaussee & Associates’s S&P Global SPGI Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-10	Closed	-$4.87K	–	130
2025 Q3	$4.87K	Hold	10	–	–	﹤0.01%	167
2025 Q2	$5.27K	Hold	10	–	–	﹤0.01%	167
2025 Q1	$5.08K	Hold	10	–	–	﹤0.01%	174
2024 Q4	$4.98K	Hold	10	–	–	﹤0.01%	167
2024 Q3	$5.17K	Hold	10	–	–	﹤0.01%	154
2024 Q2	$4.46K	Hold	10	–	–	﹤0.01%	153
2024 Q1	$4.25K	Hold	10	–	–	﹤0.01%	150
2023 Q4	$4.41K	Hold	10	–	–	﹤0.01%	141
2023 Q3	$3.65K	Hold	10	–	–	﹤0.01%	125
2023 Q2	$4.01K	Hold	10	–	–	﹤0.01%	122
2023 Q1	$3.45K	Hold	10	–	–	﹤0.01%	130
2022 Q4	$3.35K	Hold	10	–	–	﹤0.01%	143
2022 Q3	$3K	Hold	10	–	–	0.01%	140
2022 Q2	$3K	Hold	10	–	–	0.01%	146
2022 Q1	$4K	Buy	+10	New	+$4.07K	﹤0.01%	154

Other funds holding SPGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stuart Chaussee & Associates's SPGI Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 10 shares — an estimated $4.87K sold.

Stuart Chaussee & Associates first reported a position in SPGI in Q1 2022 and held it in 15 quarters. The position peaked at $5.27K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Stuart Chaussee & Associates reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 10 S&P Global shares in Q4 2025, an estimated $4.87K.
Stuart Chaussee & Associates first reported a position in S&P Global in Q1 2022 and held it in 15 quarters.
Stuart Chaussee & Associates's S&P Global position peaked at $5.27K in Q2 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.