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

Bourgeon 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
2026 Q1	–	Sell	-746	Closed	-$390K	–	135
2025 Q4	$390K	Hold	746	–	–	0.06%	100
2025 Q3	$363K	Hold	746	–	–	0.07%	91
2025 Q2	$393K	Sell	746 -453	-38%	-$226K	0.08%	84
2025 Q1	$609K	Sell	1,199 -535	-31%	-$273K	0.13%	72
2024 Q4	$864K	Buy	+1,734	New	+$880K	0.16%	66
2022 Q4	–	Sell	-10	Closed	-$3K	–	459
2022 Q3	$3K	Buy	+10	New	+$3.58K	﹤0.01%	294
2020 Q4	–	Sell	-2	Closed	-$1K	–	321
2020 Q3	$1K	Buy	+2	New	+$706	﹤0.01%	292

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bourgeon Capital Management's SPGI Position: Q1 2026 in Review

Bourgeon Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 746 shares — an estimated $390K sold.

Bourgeon Capital Management first reported a position in SPGI in Q3 2020 and held it in 7 quarters. The position peaked at $864K in Q4 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Bourgeon Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Bourgeon Capital Management sold 746 S&P Global shares in Q1 2026, an estimated $390K.
Bourgeon Capital Management first reported a position in S&P Global in Q3 2020 and held it in 7 quarters.
Bourgeon Capital Management's S&P Global position peaked at $864K in Q4 2024.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.