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Telemus Capital’s S&P Global SPGI Stock Holding History

Telemus Capital’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
-668
Closed -$244K – 335
2023
Q3 		$244K Sell
668
-40
-6% -$15.7K 0.02% 278
2023
Q2 		$284K Sell
708
-3
-0.4% -$1.1K 0.02% 270
2023
Q1 		$245K Buy
711
+19
+3% +$6.69K 0.02% 288
2022
Q4 		$241K Sell
692
-74
-10% -$24.4K 0.02% 297
2022
Q3 		$234K Buy
766
+95
+14% +$34K 0.02% 286
2022
Q2 		$226K Sell
671
-68
-9% -$24.2K 0.02% 317
2022
Q1 		$303K Buy
739
+138
+23% +$56.2K 0.03% 275
2021
Q4 		$284K Buy
601
+77
+15% +$35.2K 0.02% 310
2021
Q3 		$223K Buy
+524
New +$227K 0.02% 318

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

Telemus Capital's SPGI Position: Q4 2023 in Review

Telemus Capital sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 668 shares — an estimated $244K sold.

Telemus Capital first reported a position in SPGI in Q3 2021 and held it in 9 quarters. The position peaked at $303K in Q1 2022. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Telemus Capital reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Telemus Capital sold 668 S&P Global shares in Q4 2023, an estimated $244K.
  • Telemus Capital first reported a position in S&P Global in Q3 2021 and held it in 9 quarters.
  • Telemus Capital's S&P Global position peaked at $303K in Q1 2022.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.