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Wilkins Investment Counsel’s S&P Global SPGI Stock Holding History

Wilkins Investment Counsel’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
Q3 		– Sell
-535
Closed -$239K – 126
2024
Q2 		$239K Hold
535
– – 0.04% 119
2024
Q1 		$228K Buy
+535
New +$232K 0.03% 123

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilkins Investment Counsel's SPGI Position: Q3 2024 in Review

Wilkins Investment Counsel sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 535 shares — an estimated $239K sold.

Wilkins Investment Counsel first reported a position in SPGI in Q1 2024 and held it in 2 quarters. The position peaked at $239K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Wilkins Investment Counsel reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Wilkins Investment Counsel sold 535 S&P Global shares in Q3 2024, an estimated $239K.
  • Wilkins Investment Counsel first reported a position in S&P Global in Q1 2024 and held it in 2 quarters.
  • Wilkins Investment Counsel's S&P Global position peaked at $239K in Q2 2024.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Wilkins Investment Counsel's 13F filing for Q3 2024, filed 12 Nov 2024.