Zeke Capital Advisors’s S&P Global SPGI Stock Holding History

Zeke Capital 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 Q4	$933K	Buy	2,787 +643	+30%	+$212K	0.06%	146
2022 Q3	$655K	Hold	2,144	–	–	0.05%	172
2022 Q2	$723K	Sell	2,144 -46	-2%	-$16.4K	0.05%	164
2022 Q1	$899K	Buy	2,190 +1,759	+408%	+$716K	0.05%	153
2021 Q4	$203K	Buy	+431	New	+$197K	0.01%	286
2018 Q4	–	Sell	-5,022	Closed	-$981K	–	641
2018 Q3	$981K	Hold	5,022	–	–	0.08%	249
2018 Q2	$1.02M	Hold	5,022	–	–	0.1%	181
2018 Q1	$960K	Buy	5,022 +1,196	+31%	+$221K	0.09%	203
2017 Q4	$648K	Buy	3,826 +215	+6%	+$35.1K	0.07%	236
2017 Q3	$564K	Buy	3,611 +1,619	+81%	+$246K	0.08%	199
2017 Q2	$291K	Buy	1,992 +393	+25%	+$54.6K	0.06%	209
2017 Q1	$209K	Buy	+1,599	New	+$199K	0.04%	243

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Zeke Capital Advisors's SPGI Position: Q4 2022 in Review

Zeke Capital Advisors increased its S&P Global (SPGI) stake by 30% in Q4 2022, buying an estimated $212K and bringing the position to 2,787 shares worth $933K. The position accounts for 0.06% of the portfolio, ranked #146.

Zeke Capital Advisors first reported a position in SPGI in Q1 2017 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2018. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Zeke Capital Advisors held 2,787 shares of S&P Global worth $933K as of Q4 2022.
Zeke Capital Advisors bought 643 S&P Global shares in Q4 2022, an estimated $212K.
S&P Global made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #146 holding.
Zeke Capital Advisors first reported a position in S&P Global in Q1 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's S&P Global position peaked at $1.02M in Q2 2018.
1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.