Surevest’s S&P Global SPGI Stock Holding History

Surevest’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
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	373
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	392
2022 Q1	$4K	Buy	9 +2	+29%	+$815	﹤0.01%	341
2021 Q4	$3K	Buy	+7	New	+$3.2K	﹤0.01%	378

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Surevest's SPGI Position: Q3 2022 in Review

Surevest held its S&P Global (SPGI) position steady in Q3 2022 at 9 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Surevest first reported a position in SPGI in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Surevest held 9 shares of S&P Global worth $3K as of Q3 2022.
Surevest left its S&P Global share count unchanged in Q3 2022.
S&P Global made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #373 holding.
Surevest first reported a position in S&P Global in Q4 2021 and has held it in 4 quarters since.
Surevest's S&P Global position peaked at $4K in Q1 2022.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.