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Bellevue Group’s S&P Global SPGI Stock Holding History

Bellevue Group’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
Q4 		– Sell
-1,200
Closed -$510K – 220
2021
Q3 		$510K Hold
1,200
– – 0.01% 163
2021
Q2 		$493K Hold
1,200
– – ﹤0.01% 157
2021
Q1 		$423K Hold
1,200
– – ﹤0.01% 161
2020
Q4 		$394K Sell
1,200
-500
-29% -$169K ﹤0.01% 216
2020
Q3 		$613K Hold
1,700
– – 0.01% 157
2020
Q2 		$560K Hold
1,700
– – 0.01% 151
2020
Q1 		$417K Hold
1,700
– – 0.01% 176
2019
Q4 		$464K Hold
1,700
– – 0.01% 187
2019
Q3 		$416K Buy
1,700
+156
+10% +$39K 0.01% 191
2019
Q2 		$352K Buy
+1,544
New +$337K 0.01% 170

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

Bellevue Group's SPGI Position: Q4 2021 in Review

Bellevue Group sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 1,200 shares — an estimated $510K sold.

Bellevue Group first reported a position in SPGI in Q2 2019 and held it in 10 quarters. The position peaked at $613K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Bellevue Group reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Bellevue Group sold 1,200 S&P Global shares in Q4 2021, an estimated $510K.
  • Bellevue Group first reported a position in S&P Global in Q2 2019 and held it in 10 quarters.
  • Bellevue Group's S&P Global position peaked at $613K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.