TFO
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Tarbox Family Office’s S&P Global SPGI Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-101
Closed -$41K – 851
2022
Q1 		$41K Sell
101
-1
-1% -$407 0.01% 200
2021
Q4 		$48K Hold
102
– – 0.01% 232
2021
Q3 		$43K Sell
102
-2
-2% -$867 0.01% 261
2021
Q2 		$43K Hold
104
– – 0.01% 263
2021
Q1 		$37K Hold
104
– – 0.01% 234
2020
Q4 		$34K Sell
104
-22
-17% -$7.42K 0.01% 230
2020
Q3 		$45K Buy
126
+17
+16% +$6K 0.01% 193
2020
Q2 		$36K Sell
109
-17
-13% -$5.11K 0.01% 210
2020
Q1 		$31K Buy
126
+31
+33% +$8.5K 0.01% 203
2019
Q4 		$26K Buy
95
+6
+7% +$1.56K 0.01% 254
2019
Q3 		$22K Hold
89
– – 0.01% 244
2019
Q2 		$20K Buy
89
+13
+17% +$2.84K 0.01% 250
2019
Q1 		$16K Hold
76
– – 0.01% 252
2018
Q4 		$13K Buy
76
+42
+124% +$7.52K 0.01% 269
2018
Q3 		$7K Hold
34
– – ﹤0.01% 369
2018
Q2 		$7K Hold
34
– – ﹤0.01% 361
2018
Q1 		$6K Hold
34
– – ﹤0.01% 390
2017
Q4 		$6K Hold
34
– – ﹤0.01% 382
2017
Q3 		$5K Buy
34
+10
+42% +$1.52K ﹤0.01% 402
2017
Q2 		$4K Buy
24
+8
+50% +$1.11K ﹤0.01% 415
2017
Q1 		$2K Hold
16
– – ﹤0.01% 498
2016
Q4 		$2K Sell
16
-7
-30% -$836 ﹤0.01% 462
2016
Q3 		$3K Buy
23
+7
+44% +$841 ﹤0.01% 399
2016
Q2 		$2K Buy
+16
New +$1.72K ﹤0.01% 441

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tarbox Family Office's SPGI Position: Q2 2022 in Review

Tarbox Family Office sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 101 shares — an estimated $41K sold.

Tarbox Family Office first reported a position in SPGI in Q2 2016 and held it in 24 quarters. The position peaked at $48K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Tarbox Family Office reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 101 S&P Global shares in Q2 2022, an estimated $41K.
  • Tarbox Family Office first reported a position in S&P Global in Q2 2016 and held it in 24 quarters.
  • Tarbox Family Office's S&P Global position peaked at $48K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.