Auxier Asset Management’s S&P Global SPGI Stock Holding History

Auxier Asset Management’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 Q3	–	Sell	-397	Closed	-$209K	–	178
2025 Q2	$209K	Hold	397	–	–	0.03%	167
2025 Q1	$202K	Buy	+397	New	+$203K	0.03%	167
2024 Q4	–	Sell	-399	Closed	-$206K	–	176
2024 Q3	$206K	Buy	+399	New	+$197K	0.03%	170

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Auxier Asset Management's SPGI Position: Q3 2025 in Review

Auxier Asset Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 397 shares — an estimated $209K sold.

Auxier Asset Management first reported a position in SPGI in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Auxier Asset Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Auxier Asset Management sold 397 S&P Global shares in Q3 2025, an estimated $209K.
Auxier Asset Management first reported a position in S&P Global in Q3 2024 and held it in 3 quarters.
Auxier Asset Management's S&P Global position peaked at $209K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Auxier Asset Management's 13F filing for Q3 2025, filed 19 Nov 2025.