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Thrive Capital Management (Pennsylvania)’s S&P Global SPGI Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2024
Q1 		– Sell
-517
Closed -$228K – 193
2023
Q4 		$228K Buy
+517
New +$204K 0.12% 130

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s SPGI Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 517 shares — an estimated $228K sold.

Thrive Capital Management (Pennsylvania) first reported a position in SPGI in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 517 S&P Global shares in Q1 2024, an estimated $228K.
  • Thrive Capital Management (Pennsylvania) first reported a position in S&P Global in Q4 2023 and held it in 1 quarter.
  • Thrive Capital Management (Pennsylvania)'s S&P Global position peaked at $228K in Q4 2023.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.