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Arjuna Capital’s S&P Global SPGI Stock Holding History

Arjuna Capital’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
Q1 		– Sell
-2,626
Closed -$1.24M – 102
2021
Q4 		$1.24M Buy
2,626
+114
+5% +$52.1K 0.45% 60
2021
Q3 		$1.07M Buy
2,512
+98
+4% +$42.5K 0.43% 66
2021
Q2 		$991K Buy
2,414
+37
+2% +$14.2K 0.43% 67
2021
Q1 		$839K Buy
2,377
+87
+4% +$29K 0.41% 70
2020
Q4 		$753K Buy
2,290
+85
+4% +$28.7K 0.42% 68
2020
Q3 		$795K Buy
2,205
+14
+0.6% +$4.94K 0.49% 55
2020
Q2 		$722K Sell
2,191
-2
-0.1% -$601 0.5% 56
2020
Q1 		$537K Buy
2,193
+41
+2% +$11.2K 0.45% 58
2019
Q4 		$588K Buy
+2,152
New +$559K 0.43% 65
2019
Q3 		– Sell
-3,294
Closed -$750K – 91
2019
Q2 		$750K Buy
+3,294
New +$719K 0.54% 57

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arjuna Capital's SPGI Position: Q1 2022 in Review

Arjuna Capital sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 2,626 shares — an estimated $1.24M sold.

Arjuna Capital first reported a position in SPGI in Q2 2019 and held it in 10 quarters. The position peaked at $1.24M in Q4 2021. 1,648 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Arjuna Capital reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Arjuna Capital sold 2,626 S&P Global shares in Q1 2022, an estimated $1.24M.
  • Arjuna Capital first reported a position in S&P Global in Q2 2019 and held it in 10 quarters.
  • Arjuna Capital's S&P Global position peaked at $1.24M in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Arjuna Capital's 13F filing for Q1 2022, filed 12 May 2022.