SFP
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Sweet Financial Partners’s S&P Global SPGI Stock Holding History

Sweet Financial Partners’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
Q1 		– Sell
-1,928
Closed -$646K – 179
2022
Q4 		$646K Buy
1,928
+368
+24% +$121K 0.19% 84
2022
Q3 		$476K Buy
+1,560
New +$558K 0.15% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Sweet Financial Partners's SPGI Position: Q1 2023 in Review

Sweet Financial Partners sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 1,928 shares — an estimated $646K sold.

Sweet Financial Partners first reported a position in SPGI in Q3 2022 and held it in 2 quarters. The position peaked at $646K in Q4 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Sweet Financial Partners reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Sweet Financial Partners sold 1,928 S&P Global shares in Q1 2023, an estimated $646K.
  • Sweet Financial Partners first reported a position in S&P Global in Q3 2022 and held it in 2 quarters.
  • Sweet Financial Partners's S&P Global position peaked at $646K in Q4 2022.
  • 1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Sweet Financial Partners's 13F filing for Q1 2023, filed 14 Apr 2023.