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Tiedemann Advisors’s S&P Global SPGI Stock Holding History

Tiedemann Advisors’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
2021
Q3 		– Sell
-625
Closed -$256K – 358
2021
Q2 		$256K Sell
625
-28
-4% -$10.8K 0.01% 311
2021
Q1 		$231K Buy
653
+36
+6% +$12K 0.01% 298
2020
Q4 		$204K Sell
617
-12
-2% -$4.05K 0.01% 300
2020
Q3 		$228K Sell
629
-17
-3% -$6K 0.01% 292
2020
Q2 		$213K Buy
+646
New +$194K 0.01% 275
2019
Q2 		– Sell
-8,330
Closed -$1.75M – 404
2019
Q1 		$1.75M Sell
8,330
-515
-6% -$99.7K 0.08% 148
2018
Q4 		$1.5M Buy
+8,845
New +$1.58M 0.08% 157

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Advisors's SPGI Position: Q3 2021 in Review

Tiedemann Advisors sold out of S&P Global (SPGI) in Q3 2021, closing a stake of 625 shares — an estimated $256K sold.

Tiedemann Advisors first reported a position in SPGI in Q4 2018 and held it in 7 quarters. The position peaked at $1.75M in Q1 2019. 1,412 funds tracked by Wall St. Rank hold SPGI as of Q3 2021.

  • Tiedemann Advisors reported no remaining S&P Global position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 625 S&P Global shares in Q3 2021, an estimated $256K.
  • Tiedemann Advisors first reported a position in S&P Global in Q4 2018 and held it in 7 quarters.
  • Tiedemann Advisors's S&P Global position peaked at $1.75M in Q1 2019.
  • 1,412 funds tracked by Wall St. Rank held S&P Global as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.