Walled Lake Planning & Wealth Management’s S&P Global SPGI Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q4	–	Sell	-149	Closed	-$63K	–	282
2021 Q3	$63K	Hold	149	–	–	0.04%	150
2021 Q2	$61K	Hold	149	–	–	0.04%	146
2021 Q1	$53K	Hold	149	–	–	0.04%	143
2020 Q4	$49K	Buy	149 +1	+0.7%	+$337	0.04%	134
2020 Q3	$54K	Hold	148	–	–	0.04%	118
2020 Q2	$49K	Hold	148	–	–	0.04%	110
2020 Q1	$36K	Hold	148	–	–	0.03%	117
2019 Q4	$40K	Buy	+148	New	+$38.5K	0.03%	128

Other funds holding SPGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SPGI Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 149 shares — an estimated $63K sold.

Walled Lake Planning & Wealth Management first reported a position in SPGI in Q4 2019 and held it in 8 quarters. The position peaked at $63K in Q3 2021. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 149 S&P Global shares in Q4 2021, an estimated $63K.
Walled Lake Planning & Wealth Management first reported a position in S&P Global in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's S&P Global position peaked at $63K in Q3 2021.
1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.