Vigilant Capital Management’s S&P Global SPGI Stock Holding History

Vigilant Capital Management’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 Q2	$28K	Hold	71	–	–	﹤0.01%	330
2023 Q1	$24K	Hold	71	–	–	﹤0.01%	326
2022 Q4	$24K	Sell	71 -17	-19%	-$5.6K	﹤0.01%	324
2022 Q3	$27K	Buy	88 +32	+57%	+$11.4K	﹤0.01%	351
2022 Q2	$19K	Sell	56 -175	-76%	-$62.4K	﹤0.01%	371
2022 Q1	$95K	Buy	231 +224	+3,200%	+$91.2K	0.01%	241
2021 Q4	$3K	Hold	7	–	–	﹤0.01%	613
2021 Q3	$3K	Buy	7 +2	+40%	+$867	﹤0.01%	747
2021 Q2	$2K	Buy	+5	New	+$1.92K	﹤0.01%	430
2021 Q1	–	Sell	-75	Closed	-$25K	–	385
2020 Q4	$25K	Hold	75	–	–	﹤0.01%	270
2020 Q3	$27K	Hold	75	–	–	﹤0.01%	262
2020 Q2	$25K	Hold	75	–	–	﹤0.01%	245
2020 Q1	$18K	Hold	75	–	–	﹤0.01%	261
2019 Q4	$20K	Hold	75	–	–	﹤0.01%	392
2019 Q3	$18K	Hold	75	–	–	﹤0.01%	323
2019 Q2	$17K	Buy	+75	New	+$16.4K	﹤0.01%	330

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vigilant Capital Management's SPGI Position: Q2 2023 in Review

Vigilant Capital Management held its S&P Global (SPGI) position steady in Q2 2023 at 71 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Vigilant Capital Management first reported a position in SPGI in Q2 2019 and has held it in 16 quarters since. The position peaked at $95K in Q1 2022. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Vigilant Capital Management held 71 shares of S&P Global worth $28K as of Q2 2023.
Vigilant Capital Management left its S&P Global share count unchanged in Q2 2023.
S&P Global made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #330 holding.
Vigilant Capital Management first reported a position in S&P Global in Q2 2019 and has held it in 16 quarters since.
Vigilant Capital Management's S&P Global position peaked at $95K in Q1 2022.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.