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TAP Consulting’s S&P Global SPGI Stock Holding History

TAP Consulting’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
Q3 		– Sell
-13,043
Closed -$5.23M – 147
2023
Q2 		$5.23M Sell
13,043
-178
-1% -$65K 1.28% 17
2023
Q1 		$4.56M Sell
13,221
-2,289
-15% -$806K 1.12% 25
2022
Q4 		$5.19M Sell
15,510
-1,607
-9% -$530K 1.36% 14
2022
Q3 		$5.23M Buy
17,117
+308
+2% +$110K 1.4% 14
2022
Q2 		$5.67M Sell
16,809
-4,518
-21% -$1.61M 1.57% 17
2022
Q1 		$8.75M Buy
21,327
+1,106
+5% +$450K 2.29% 13
2021
Q4 		$9.54M Buy
20,221
+1,093
+6% +$500K 2.18% 11
2021
Q3 		$8.13M Sell
19,128
-73
-0.4% -$31.6K 2.18% 13
2021
Q2 		$7.88M Buy
19,201
+269
+1% +$103K 2.21% 14
2021
Q1 		$6.68M Buy
18,932
+2,685
+17% +$894K 2.07% 13
2020
Q4 		$5.34M Buy
16,247
+111
+0.7% +$37.4K 1.92% 16
2020
Q3 		$5.82M Buy
16,136
+2,009
+14% +$709K 2.29% 11
2020
Q2 		$4.66M Buy
14,127
+2,677
+23% +$805K 2.29% 9
2020
Q1 		$2.81M Buy
11,450
+5,050
+79% +$1.39M 1.89% 15
2019
Q4 		$1.75M Hold
6,400
– – 0.97% 39
2019
Q3 		$1.57M Buy
+6,400
New +$1.6M 0.93% 42
2019
Q1 		$1.35M Buy
+6,400
New +$1.24M 1.02% 35

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State Street
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JP Morgan Chase
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TCI Fund Management
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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
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