West Tower Group’s S&P Global SPGI Stock Holding History

West Tower Group’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	-63	Closed	-$27.8K	–	453
2023 Q4	$27.8K	Sell	63 -246	-80%	-$97.1K	0.06%	256
2023 Q3	$113K	Buy	+309	New	+$121K	0.06%	90

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Tower Group's SPGI Position: Q1 2024 in Review

West Tower Group sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 63 shares — an estimated $27.8K sold.

West Tower Group first reported a position in SPGI in Q3 2023 and held it in 2 quarters. The position peaked at $113K in Q3 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

West Tower Group reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 63 S&P Global shares in Q1 2024, an estimated $27.8K.
West Tower Group first reported a position in S&P Global in Q3 2023 and held it in 2 quarters.
West Tower Group's S&P Global position peaked at $113K in Q3 2023.
1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.