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Angeles Investment Advisors’s S&P Global SPGI Stock Holding History

Angeles Investment 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
2025
Q1 		– Sell
-498
Closed -$248K – 170
2024
Q4 		$248K Buy
498
+36
+8% +$18.3K 0.01% 164
2024
Q3 		$239K Hold
462
– – 0.01% 190
2024
Q2 		$206K Buy
+462
New +$198K 0.01% 197

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Angeles Investment Advisors's SPGI Position: Q1 2025 in Review

Angeles Investment Advisors sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 498 shares — an estimated $248K sold.

Angeles Investment Advisors first reported a position in SPGI in Q2 2024 and held it in 3 quarters. The position peaked at $248K in Q4 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Angeles Investment Advisors reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 498 S&P Global shares in Q1 2025, an estimated $248K.
  • Angeles Investment Advisors first reported a position in S&P Global in Q2 2024 and held it in 3 quarters.
  • Angeles Investment Advisors's S&P Global position peaked at $248K in Q4 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.