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Axiom Investors’s S&P Global SPGI Stock Holding History

Axiom Investors’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
2021
Q1 		– Sell
-141,985
Closed -$46.7M – 147
2020
Q4 		$46.7M Sell
141,985
-187,348
-57% -$63.2M 0.74% 39
2020
Q3 		$119M Sell
329,333
-29,737
-8% -$10.5M 1.93% 15
2020
Q2 		$118M Buy
359,070
+29,202
+9% +$8.78M 2.33% 13
2020
Q1 		$80.8M Buy
329,868
+102,740
+45% +$28.2M 2.05% 13
2019
Q4 		$62M Sell
227,128
-1,334
-0.6% -$347K 1.44% 20
2019
Q3 		$56M Buy
228,462
+95,484
+72% +$23.9M 1.51% 21
2019
Q2 		$30.3M Buy
+132,978
New +$29M 0.83% 36

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Axiom Investors's SPGI Position: Q1 2021 in Review

Axiom Investors sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 141,985 shares — an estimated $46.7M sold.

Axiom Investors first reported a position in SPGI in Q2 2019 and held it in 7 quarters. The position peaked at $119M in Q3 2020. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Axiom Investors reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Axiom Investors sold 141,985 S&P Global shares in Q1 2021, an estimated $46.7M.
  • Axiom Investors first reported a position in S&P Global in Q2 2019 and held it in 7 quarters.
  • Axiom Investors's S&P Global position peaked at $119M in Q3 2020.
  • 1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Axiom Investors's 13F filing for Q1 2021, filed 14 May 2021.