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

AXQ 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
2025 Q1	–	Sell	-575	Closed	-$286K	–	670
2024 Q4	$286K	Sell	575 -3,024	-84%	-$1.53M	0.13%	262
2024 Q3	$1.86M	Buy	+3,599	New	+$1.78M	0.56%	24
2024 Q2	–	Sell	-8,000	Closed	-$3.4M	–	715
2024 Q1	$3.4M	Buy	+8,000	New	+$3.47M	0.82%	1

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

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

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

Norges Bank Oslo, Norway $935B AUM

AXQ Capital's SPGI Position: Q1 2025 in Review

AXQ Capital sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 575 shares — an estimated $286K sold.

AXQ Capital first reported a position in SPGI in Q1 2024 and held it in 3 quarters. The position peaked at $3.4M in Q1 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

AXQ Capital reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
AXQ Capital sold 575 S&P Global shares in Q1 2025, an estimated $286K.
AXQ Capital first reported a position in S&P Global in Q1 2024 and held it in 3 quarters.
AXQ Capital's S&P Global position peaked at $3.4M in Q1 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on AXQ Capital's 13F filing for Q1 2025, filed 13 May 2025.