Wintrust Investments’s S&P Global SPGI Stock Holding History

Wintrust Investments’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 Q4	$121K	Sell	244 -12	-5%	-$6.09K	0.11%	148
2024 Q3	$132K	Sell	256 -2,256	-90%	-$1.12M	0.1%	171
2024 Q2	$1.12M	Sell	2,512 -23	-0.9%	-$9.87K	0.09%	181
2024 Q1	$1.08M	Buy	2,535 +72	+3%	+$31.2K	0.1%	178
2023 Q4	$1.08M	Sell	2,463 -859	-26%	-$339K	0.11%	169
2023 Q3	$1.21M	Buy	3,322 +805	+32%	+$317K	0.13%	150
2023 Q2	$1.01M	Buy	+2,517	New	+$920K	0.1%	173
2023 Q1	–	Sell	-2,389	Closed	-$800K	–	387
2022 Q4	$800K	Hold	2,389	–	–	0.1%	158
2022 Q3	$729K	Sell	2,389 -34	-1%	-$12.2K	0.09%	176
2022 Q2	$817K	Sell	2,423 -380	-14%	-$135K	0.1%	162
2022 Q1	$1.15M	Buy	2,803 +1,969	+236%	+$802K	0.11%	152
2021 Q4	$394K	Hold	834	–	–	0.04%	292
2021 Q3	$354K	Hold	834	–	–	0.05%	206
2021 Q2	$342K	Hold	834	–	–	0.04%	314
2021 Q1	$294K	Buy	+834	New	+$278K	0.03%	329
2018 Q1	–	Sell	-3,300	Closed	-$559K	–	289
2017 Q4	$559K	Hold	3,300	–	–	0.13%	166
2017 Q3	$516K	Hold	3,300	–	–	0.13%	159
2017 Q2	$482K	Hold	3,300	–	–	0.13%	165
2017 Q1	$431K	Buy	+3,300	New	+$410K	0.12%	179

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 $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wintrust Investments's SPGI Position: Q4 2024 in Review

Wintrust Investments reduced its S&P Global (SPGI) stake by 4.7% in Q4 2024, selling an estimated $6.09K and leaving 244 shares worth $121K. The position accounts for 0.11% of the portfolio, ranked #148.

Wintrust Investments first reported a position in SPGI in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2023. 2,043 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Wintrust Investments held 244 shares of S&P Global worth $121K as of Q4 2024.
Wintrust Investments sold 12 S&P Global shares in Q4 2024, an estimated $6.09K.
S&P Global made up 0.11% of Wintrust Investments's portfolio in Q4 2024, its #148 holding.
Wintrust Investments first reported a position in S&P Global in Q1 2017 and has held it in 19 quarters since.
Wintrust Investments's S&P Global position peaked at $1.21M in Q3 2023.
2,043 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.