Wulff, Hansen & Co’s S&P Global SPGI Stock Holding History

Wulff, Hansen & Co’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	-500	Closed	-$220K	–	90
2023 Q4	$220K	Buy	+500	New	+$197K	0.24%	79

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

Wulff, Hansen & Co's SPGI Position: Q1 2024 in Review

Wulff, Hansen & Co sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 500 shares — an estimated $220K sold.

Wulff, Hansen & Co first reported a position in SPGI in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 1,830 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

Wulff, Hansen & Co reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
Wulff, Hansen & Co sold 500 S&P Global shares in Q1 2024, an estimated $220K.
Wulff, Hansen & Co first reported a position in S&P Global in Q4 2023 and held it in 1 quarter.
Wulff, Hansen & Co's S&P Global position peaked at $220K in Q4 2023.
1,830 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Wulff, Hansen & Co's 13F filing for Q1 2024, filed 2 May 2024.