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swisspartners’s S&P Global SPGI Stock Holding History

swisspartners’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
Q4 		$3.3M Buy
9,840
+924
+10% +$305K 4.2% 7
2022
Q3 		$2.72M Sell
8,916
-325
-4% -$116K 2.82% 11
2022
Q2 		$3.21M Sell
9,241
-258
-3% -$92K 3.07% 10
2022
Q1 		$3.9M Sell
9,499
-589
-6% -$240K 3.08% 9
2021
Q4 		$4.83M Sell
10,088
-437
-4% -$200K 3.42% 9
2021
Q3 		$4.47M Sell
10,525
-1,895
-15% -$821K 3.47% 8
2021
Q2 		$5.1M Buy
12,420
+195
+2% +$74.9K 3.62% 6
2021
Q1 		$4.32M Buy
+12,225
New +$4.07M 3.51% 8

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

swisspartners's SPGI Position: Q4 2022 in Review

swisspartners increased its S&P Global (SPGI) stake by 10% in Q4 2022, buying an estimated $305K and bringing the position to 9,840 shares worth $3.3M. The position accounts for 4.2% of the portfolio, ranked #7.

swisspartners first reported a position in SPGI in Q1 2021 and has held it in 8 quarters since. The position peaked at $5.1M in Q2 2021. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • swisspartners held 9,840 shares of S&P Global worth $3.3M as of Q4 2022.
  • swisspartners bought 924 S&P Global shares in Q4 2022, an estimated $305K.
  • S&P Global made up 4.2% of swisspartners's portfolio in Q4 2022, its #7 holding.
  • swisspartners first reported a position in S&P Global in Q1 2021 and has held it in 8 quarters since.
  • swisspartners's S&P Global position peaked at $5.1M in Q2 2021.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.