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AHL Partners’s S&P Global SPGI Stock Holding History

AHL Partners’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
2017
Q4 		$14.1M Buy
83,499
+42,146
+102% +$6.88M 0.22% 68
2017
Q3 		$6.46M Sell
41,353
-6,897
-14% -$1.05M 0.12% 316
2017
Q2 		$7.04M Buy
48,250
+23,460
+95% +$3.26M 0.15% 227
2017
Q1 		$3.24M Sell
24,790
-8,097
-25% -$1.01M 0.07% 489
2016
Q4 		$3.54M Buy
+32,887
New +$3.93M 0.11% 360

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AHL Partners's SPGI Position: Q4 2017 in Review

AHL Partners increased its S&P Global (SPGI) stake by 102% in Q4 2017, buying an estimated $6.88M and bringing the position to 83,499 shares worth $14.1M. The position accounts for 0.22% of the portfolio, ranked #68.

AHL Partners first reported a position in SPGI in Q4 2016 and has held it in 5 quarters since. 837 funds tracked by Wall St. Rank hold SPGI as of Q4 2017.

  • AHL Partners held 83,499 shares of S&P Global worth $14.1M as of Q4 2017.
  • AHL Partners bought 42,146 S&P Global shares in Q4 2017, an estimated $6.88M.
  • S&P Global made up 0.22% of AHL Partners's portfolio in Q4 2017, its #68 holding.
  • AHL Partners first reported a position in S&P Global in Q4 2016 and has held it in 5 quarters since.
  • 837 funds tracked by Wall St. Rank held S&P Global as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.