TIA
SPGI icon

Tandem Investment Advisors’s S&P Global SPGI Stock Holding History

Tandem Investment Advisors’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
Q4 		– Sell
-568
Closed -$208K – 84
2023
Q3 		$208K Buy
568
+51
+10% +$20.1K 0.01% 76
2023
Q2 		$207K Buy
+517
New +$189K 0.01% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tandem Investment Advisors's SPGI Position: Q4 2023 in Review

Tandem Investment Advisors sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 568 shares — an estimated $208K sold.

Tandem Investment Advisors first reported a position in SPGI in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Tandem Investment Advisors reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Tandem Investment Advisors sold 568 S&P Global shares in Q4 2023, an estimated $208K.
  • Tandem Investment Advisors first reported a position in S&P Global in Q2 2023 and held it in 2 quarters.
  • Tandem Investment Advisors's S&P Global position peaked at $208K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Tandem Investment Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.