Border to Coast Pensions Partnership’s S&P Global SPGI Stock Holding History

Border to Coast Pensions Partnership’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
2022 Q4	–	Sell	-65,900	Closed	-$20.1M	–	93
2022 Q3	$20.1M	Hold	65,900	–	–	0.65%	63
2022 Q2	$22.3M	Buy	65,900 +8,678	+15%	+$3.09M	0.69%	59
2022 Q1	$23.4M	Buy	57,222 +69	+0.1%	+$28.1K	0.67%	59
2021 Q4	$26.9M	Hold	57,153	–	–	0.91%	43
2021 Q3	$26.8M	Hold	57,153	–	–	0.91%	43
2021 Q2	$23.6M	Buy	+57,153	New	+$22M	0.82%	45

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Border to Coast Pensions Partnership's SPGI Position: Q4 2022 in Review

Border to Coast Pensions Partnership sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 65,900 shares — an estimated $20.1M sold.

Border to Coast Pensions Partnership first reported a position in SPGI in Q2 2021 and held it in 6 quarters. The position peaked at $26.9M in Q4 2021. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Border to Coast Pensions Partnership reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
Border to Coast Pensions Partnership sold 65,900 S&P Global shares in Q4 2022, an estimated $20.1M.
Border to Coast Pensions Partnership first reported a position in S&P Global in Q2 2021 and held it in 6 quarters.
Border to Coast Pensions Partnership's S&P Global position peaked at $26.9M in Q4 2021.
1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Border to Coast Pensions Partnership's 13F filing for Q4 2022, filed 8 Feb 2023.