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

BBR 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
2023
Q4 		– Sell
-1,575
Closed -$576K – 221
2023
Q3 		$576K Buy
+1,575
New +$619K 0.06% 93
2020
Q2 		– Sell
-1,968
Closed -$482K – 182
2020
Q1 		$482K Sell
1,968
-124
-6% -$34K 0.07% 92
2019
Q4 		$571K Buy
2,092
+100
+5% +$26K 0.06% 105
2019
Q3 		$488K Buy
+1,992
New +$498K 0.07% 73

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 $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBR Partners's SPGI Position: Q4 2023 in Review

BBR Partners sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 1,575 shares — an estimated $576K sold.

BBR Partners first reported a position in SPGI in Q3 2019 and held it in 4 quarters. The position peaked at $576K in Q3 2023. 1,772 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • BBR Partners reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • BBR Partners sold 1,575 S&P Global shares in Q4 2023, an estimated $576K.
  • BBR Partners first reported a position in S&P Global in Q3 2019 and held it in 4 quarters.
  • BBR Partners's S&P Global position peaked at $576K in Q3 2023.
  • 1,772 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.