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Your Advocates Ltd’s S&P Global SPGI Stock Holding History

Your Advocates Ltd’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
2023
Q3 		– Sell
-14
Closed -$5.61K – 344
2023
Q2 		$5.61K Hold
14
– – ﹤0.01% 166
2023
Q1 		$4.83K Buy
+14
New +$4.93K ﹤0.01% 136
2021
Q4 		– Sell
-8
Closed -$3K – 219
2021
Q3 		$3K Buy
+8
New +$3.47K ﹤0.01% 159

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Your Advocates Ltd's SPGI Position: Q3 2023 in Review

Your Advocates Ltd sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 14 shares — an estimated $5.61K sold.

Your Advocates Ltd first reported a position in SPGI in Q3 2021 and held it in 3 quarters. The position peaked at $5.61K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Your Advocates Ltd reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 14 S&P Global shares in Q3 2023, an estimated $5.61K.
  • Your Advocates Ltd first reported a position in S&P Global in Q3 2021 and held it in 3 quarters.
  • Your Advocates Ltd's S&P Global position peaked at $5.61K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.