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Sugarloaf Wealth Management’s S&P Global SPGI Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$204K Buy
409
+24
+6% +$12.2K 0.04% 162
2024
Q3 		$199K Buy
385
+66
+21% +$32.7K 0.04% 167
2024
Q2 		$142K Buy
319
+3
+0.9% +$1.29K 0.03% 196
2024
Q1 		$134K Buy
316
+49
+18% +$21.2K 0.03% 201
2023
Q4 		$118K Buy
267
+38
+17% +$15K 0.03% 206
2023
Q3 		$83.7K Buy
229
+95
+71% +$37.4K 0.02% 226
2023
Q2 		$53.7K Buy
+134
New +$49K 0.01% 282
2023
Q1 		– Sell
-13
Closed -$4.35K – 773
2022
Q4 		$4.35K Buy
+13
New +$4.29K ﹤0.01% 596
2022
Q3 		– Sell
-7
Closed -$2K – 880
2022
Q2 		$2K Sell
7
-117
-94% -$41.7K ﹤0.01% 712
2022
Q1 		$51K Buy
124
+7
+6% +$2.85K 0.01% 277
2021
Q4 		$55K Buy
117
+72
+160% +$32.9K 0.01% 279
2021
Q3 		$19K Buy
45
+26
+137% +$11.3K 0.01% 437
2021
Q2 		$8K Buy
+19
New +$7.3K ﹤0.01% 538

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sugarloaf Wealth Management's SPGI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its S&P Global (SPGI) stake by 6.2% in Q4 2024, buying an estimated $12.2K and bringing the position to 409 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #162.

Sugarloaf Wealth Management first reported a position in SPGI in Q2 2021 and has held it in 13 quarters since. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Sugarloaf Wealth Management held 409 shares of S&P Global worth $204K as of Q4 2024.
  • Sugarloaf Wealth Management bought 24 S&P Global shares in Q4 2024, an estimated $12.2K.
  • S&P Global made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #162 holding.
  • Sugarloaf Wealth Management first reported a position in S&P Global in Q2 2021 and has held it in 13 quarters since.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.