BMM
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Buffington Mohr McNeal’s S&P Global SPGI Stock Holding History

Buffington Mohr McNeal’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
2025
Q1 		$6.24M Sell
12,275
-869
-7% -$444K 1.23% 28
2024
Q4 		$6.55M Sell
13,144
-162
-1% -$82.2K 1.09% 31
2024
Q3 		$6.87M Sell
13,306
-1,088
-8% -$538K 1.13% 31
2024
Q2 		$6.42M Sell
14,394
-1,623
-10% -$696K 1.13% 31
2024
Q1 		$6.81M Sell
16,017
-2,354
-13% -$1.02M 1.23% 28
2023
Q4 		$8.09M Sell
18,371
-384
-2% -$152K 1.63% 27
2023
Q3 		$6.85M Sell
18,755
-306
-2% -$120K 1.56% 24
2023
Q2 		$7.64M Sell
19,061
-788
-4% -$288K 1.65% 23
2023
Q1 		$6.84M Buy
19,849
+405
+2% +$143K 1.57% 25
2022
Q4 		$6.51M Sell
19,444
-276
-1% -$91K 1.52% 24
2022
Q3 		$6.02M Sell
19,720
-137
-0.7% -$49K 1.45% 24
2022
Q2 		$6.69M Sell
19,857
-4,410
-18% -$1.57M 1.47% 22
2022
Q1 		$9.95M Buy
+24,267
New +$9.88M 1.88% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buffington Mohr McNeal's SPGI Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its S&P Global (SPGI) stake by 6.6% in Q1 2025, selling an estimated $444K and leaving 12,275 shares worth $6.24M. The position accounts for 1.23% of the portfolio, ranked #28.

Buffington Mohr McNeal first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $9.95M in Q1 2022. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Buffington Mohr McNeal held 12,275 shares of S&P Global worth $6.24M as of Q1 2025.
  • Buffington Mohr McNeal sold 869 S&P Global shares in Q1 2025, an estimated $444K.
  • S&P Global made up 1.23% of Buffington Mohr McNeal's portfolio in Q1 2025, its #28 holding.
  • Buffington Mohr McNeal first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
  • Buffington Mohr McNeal's S&P Global position peaked at $9.95M in Q1 2022.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.