ARI
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Applied Research Investments’s S&P Global SPGI Stock Holding History

Applied Research Investments’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
Q3 		– Sell
-2,825
Closed -$952K – 28
2022
Q2 		$952K Sell
2,825
-10
-0.4% -$3.56K 4.21% 6
2022
Q1 		$1.16M Sell
2,835
-10,060
-78% -$4.1M 3.47% 11
2021
Q4 		$6.09M Buy
12,895
+948
+8% +$434K 2.01% 20
2021
Q3 		$5.08M Sell
11,947
-492
-4% -$213K 1.69% 21
2021
Q2 		$5.11M Hold
12,439
– – 1.82% 18
2021
Q1 		$4.39M Buy
12,439
+595
+5% +$198K 1.6% 22
2020
Q4 		$3.89M Buy
11,844
+2,126
+22% +$717K 1.66% 22
2020
Q3 		$3.5M Buy
9,718
+568
+6% +$200K 1.98% 16
2020
Q2 		$3.02M Buy
+9,150
New +$2.75M 2.64% 11

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Applied Research Investments's SPGI Position: Q3 2022 in Review

Applied Research Investments sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 2,825 shares — an estimated $952K sold.

Applied Research Investments first reported a position in SPGI in Q2 2020 and held it in 9 quarters. The position peaked at $6.09M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • Applied Research Investments reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 2,825 S&P Global shares in Q3 2022, an estimated $952K.
  • Applied Research Investments first reported a position in S&P Global in Q2 2020 and held it in 9 quarters.
  • Applied Research Investments's S&P Global position peaked at $6.09M in Q4 2021.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.