Wipfli Financial Advisors’s S&P Global SPGI Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1.04M	Buy	+3,408	New	+$1.22M	0.07%	115

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wipfli Financial Advisors's SPGI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in S&P Global (SPGI) in Q3 2022: 3,408 shares worth $1.04M. The stake represents 0.07% of the portfolio and ranks #115 among its holdings.

1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Wipfli Financial Advisors held 3,408 shares of S&P Global worth $1.04M as of Q3 2022.
S&P Global was a new Wipfli Financial Advisors position in Q3 2022.
S&P Global made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #115 holding.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.