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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
2021
Q1 		– Sell
-15,000
Closed -$4.93M – 103
2020
Q4 		$4.93M Buy
+15,000
New +$5.06M 0.69% 32

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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. 1,830 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.
  • 1,830 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.