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

BluePath 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
2025
Q1 		– Sell
-806
Closed -$389K – 106
2024
Q4 		$389K Sell
806
-40
-5% -$20.3K 0.21% 82
2024
Q3 		$437K Sell
846
-1,320
-61% -$653K 0.27% 81
2024
Q2 		$966K Sell
2,166
-340
-14% -$146K 0.68% 25
2024
Q1 		$1.07M Buy
2,506
+19
+0.8% +$8.23K 0.8% 22
2023
Q4 		$1.08M Buy
2,487
+59
+2% +$23.3K 0.92% 20
2023
Q3 		$887K Buy
+2,428
New +$955K 0.82% 20

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BluePath Capital Management's SPGI Position: Q1 2025 in Review

BluePath Capital Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 806 shares — an estimated $389K sold.

BluePath Capital Management first reported a position in SPGI in Q3 2023 and held it in 6 quarters. The position peaked at $1.08M in Q4 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • BluePath Capital Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • BluePath Capital Management sold 806 S&P Global shares in Q1 2025, an estimated $389K.
  • BluePath Capital Management first reported a position in S&P Global in Q3 2023 and held it in 6 quarters.
  • BluePath Capital Management's S&P Global position peaked at $1.08M in Q4 2023.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on BluePath Capital Management's 13F filing for Q1 2025, filed 6 May 2025.