BIM
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Bogle Investment Management’s S&P Global SPGI Stock Holding History

Bogle Investment 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
Q2 		– Sell
-15,715
Closed -$3M – 342
2018
Q1 		$3M Buy
+15,715
New +$2.9M 0.23% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bogle Investment Management's SPGI Position: Q2 2018 in Review

Bogle Investment Management sold out of S&P Global (SPGI) in Q2 2018, closing a stake of 15,715 shares — an estimated $3M sold.

Bogle Investment Management first reported a position in SPGI in Q1 2018 and held it in 1 quarter. The position peaked at $3M in Q1 2018. 897 funds tracked by Wall St. Rank hold SPGI as of Q2 2018.

  • Bogle Investment Management reported no remaining S&P Global position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 15,715 S&P Global shares in Q2 2018, an estimated $3M.
  • Bogle Investment Management first reported a position in S&P Global in Q1 2018 and held it in 1 quarter.
  • Bogle Investment Management's S&P Global position peaked at $3M in Q1 2018.
  • 897 funds tracked by Wall St. Rank held S&P Global as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.