BTG Pactual Global Asset Management’s S&P Global SPGI Stock Holding History

BTG Pactual Global Asset 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
2024 Q1	$992K	Buy	+2,331	New	+$1.01M	0.17%	108
2022 Q3	–	Sell	-3,800	Closed	-$1.28M	–	139
2022 Q2	$1.28M	Sell	3,800 -321	-8%	-$114K	0.24%	73
2022 Q1	$1.69M	Sell	4,121 -1,914	-32%	-$780K	0.22%	88
2021 Q4	$2.85M	Buy	6,035 +2,194	+57%	+$1M	2.03%	15
2021 Q3	$1.63M	Buy	+3,841	New	+$1.66M	0.28%	109

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTG Pactual Global Asset Management's SPGI Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in S&P Global (SPGI) in Q1 2024: 2,331 shares worth $992K. The stake represents 0.17% of the portfolio and ranks #108 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in SPGI as recently as Q2 2022.

BTG Pactual Global Asset Management first reported a position in SPGI in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.85M in Q4 2021. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

BTG Pactual Global Asset Management held 2,331 shares of S&P Global worth $992K as of Q1 2024.
S&P Global was a new BTG Pactual Global Asset Management position in Q1 2024.
S&P Global made up 0.17% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #108 holding.
BTG Pactual Global Asset Management first reported a position in S&P Global in Q3 2021 and has held it in 5 quarters since.
BTG Pactual Global Asset Management's S&P Global position peaked at $2.85M in Q4 2021.
1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.