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

Bridgeway 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
2021 Q4	–	Sell	-500	Closed	-$212K	–	1330
2021 Q3	$212K	Hold	500	–	–	﹤0.01%	1197
2021 Q2	$205K	Buy	+500	New	+$192K	﹤0.01%	1260
2019 Q3	–	Sell	-10,400	Closed	-$2.37M	–	1369
2019 Q2	$2.37M	Buy	10,400 +400	+4%	+$87.4K	0.03%	457
2019 Q1	$2.11M	Sell	10,000 -5,000	-33%	-$968K	0.03%	506
2018 Q4	$2.55M	Sell	15,000 -20,600	-58%	-$3.69M	0.03%	407
2018 Q3	$6.96M	Hold	35,600	–	–	0.07%	246
2018 Q2	$7.26M	Hold	35,600	–	–	0.07%	228
2018 Q1	$6.8M	Buy	+35,600	New	+$6.57M	0.07%	221

Other funds holding SPGI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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