ZF
SPGI icon

Zega Financial’s S&P Global SPGI Stock Holding History

Zega Financial’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 		$213K Buy
+413
New +$204K 0.03% 101

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

Zega Financial's SPGI Position: Q3 2024 in Review

Zega Financial opened a new position in S&P Global (SPGI) in Q3 2024: 413 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #101 among its holdings.

1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Zega Financial held 413 shares of S&P Global worth $213K as of Q3 2024.
  • S&P Global was a new Zega Financial position in Q3 2024.
  • S&P Global made up 0.03% of Zega Financial's portfolio in Q3 2024, its #101 holding.
  • 1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.