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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

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TAP Consulting's SPGI Position: Q3 2023 in Review

TAP Consulting sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 13,043 shares — an estimated $5.23M sold.

TAP Consulting first reported a position in SPGI in Q1 2019 and held it in 17 quarters. The position peaked at $9.54M in Q4 2021. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • TAP Consulting reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • TAP Consulting sold 13,043 S&P Global shares in Q3 2023, an estimated $5.23M.
  • TAP Consulting first reported a position in S&P Global in Q1 2019 and held it in 17 quarters.
  • TAP Consulting's S&P Global position peaked at $9.54M in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.