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BlackRock Institutional Trust’s S&P Global SPGI Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$793M Sell
7,376,865
-62,038
-0.8% -$7.41M 0.12% 179
2016
Q3 		$941M Buy
7,438,903
+623,963
+9% +$74.9M 0.15% 137
2016
Q2 		$731M Buy
+6,814,940
New +$731M 0.12% 167

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock Institutional Trust's SPGI Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its S&P Global (SPGI) stake by 0.83% in Q4 2016, selling an estimated $7.41M and leaving 7,376,865 shares worth $793M. The position accounts for 0.12% of the portfolio, ranked #179.

BlackRock Institutional Trust first reported a position in SPGI in Q2 2016 and has held it in 3 quarters since. The position peaked at $941M in Q3 2016. 671 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • BlackRock Institutional Trust held 7,376,865 shares of S&P Global worth $793M as of Q4 2016.
  • BlackRock Institutional Trust sold 62,038 S&P Global shares in Q4 2016, an estimated $7.41M.
  • S&P Global made up 0.12% of BlackRock Institutional Trust's portfolio in Q4 2016, its #179 holding.
  • BlackRock Institutional Trust first reported a position in S&P Global in Q2 2016 and has held it in 3 quarters since.
  • BlackRock Institutional Trust's S&P Global position peaked at $941M in Q3 2016.
  • 671 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.