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Bluefin Capital Management’s S&P Global SPGI Stock Holding History

Bluefin Capital Management’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
2018
Q4 		– Sell
-22,500
Closed -$28K – 533
2018
Q3 		$28K Hold
22,500
– – ﹤0.01% 424
2018
Q2 		$168K Buy
+22,500
New +$4.44M 0.01% 301
2017
Q4 		– Sell
-140,000
Closed -$1.3M – 586
2017
Q3 		$1.3M Buy
140,000
+1,000
+0.7% +$152K 0.15% 120
2017
Q2 		$783K Buy
+139,000
New +$19.3M 0.08% 181

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bluefin Capital Management's SPGI Position: Q4 2021 in Review

Bluefin Capital Management sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 1,500 shares — an estimated $637K sold.

Bluefin Capital Management first reported a position in SPGI in Q2 2017 and held it in 2 quarters. The position peaked at $5.31M in Q2 2017. 1,539 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Bluefin Capital Management reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Bluefin Capital Management sold 1,500 S&P Global shares in Q4 2021, an estimated $637K.
  • Bluefin Capital Management first reported a position in S&P Global in Q2 2017 and held it in 2 quarters.
  • Bluefin Capital Management's S&P Global position peaked at $5.31M in Q2 2017.
  • 1,539 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Bluefin Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.