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

Archon 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
2022 Q4	–	Sell	-22,500	Closed	-$6.87M	–	44
2022 Q3	$6.87M	Buy	+22,500	New	+$8.05M	1.3%	28
2018 Q4	–	Sell	-42,000	Closed	-$8.21M	–	53
2018 Q3	$8.21M	Hold	42,000	–	–	1.67%	30
2018 Q2	$8.56M	Hold	42,000	–	–	1.85%	26
2018 Q1	$8.03M	Buy	42,000 +2,000	+5%	+$369K	1.75%	26
2017 Q4	$6.78M	Buy	+40,000	New	+$6.53M	1.48%	33

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

Archon Partners's SPGI Position: Q4 2022 in Review

Archon Partners sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 22,500 shares — an estimated $6.87M sold.

Archon Partners first reported a position in SPGI in Q4 2017 and held it in 5 quarters. The position peaked at $8.56M in Q2 2018. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Archon Partners reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
Archon Partners sold 22,500 S&P Global shares in Q4 2022, an estimated $6.87M.
Archon Partners first reported a position in S&P Global in Q4 2017 and held it in 5 quarters.
Archon Partners's S&P Global position peaked at $8.56M in Q2 2018.
1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Archon Partners's 13F filing for Q4 2022, filed 14 Feb 2023.