TCWP’s S&P Global SPGI Stock Holding History

TCWP’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	-337	Closed	-$138K	–	1528
2022 Q1	$138K	Buy	+337	New	+$137K	0.03%	304

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCWP's SPGI Position: Q2 2022 in Review

TCWP sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 337 shares — an estimated $138K sold.

TCWP first reported a position in SPGI in Q1 2022 and held it in 1 quarter. The position peaked at $138K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

TCWP reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
TCWP sold 337 S&P Global shares in Q2 2022, an estimated $138K.
TCWP first reported a position in S&P Global in Q1 2022 and held it in 1 quarter.
TCWP's S&P Global position peaked at $138K in Q1 2022.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.