Campbell & Co Investment Adviser’s S&P Global SPGI Stock Holding History

Campbell & Co Investment Adviser’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	–	Sell	-2,539	Closed	-$1.26M	–	1324
2024 Q4	$1.26M	Buy	+2,539	New	+$1.29M	0.1%	307
2024 Q2	–	Sell	-8,519	Closed	-$3.62M	–	1334
2024 Q1	$3.62M	Buy	+8,519	New	+$3.69M	0.31%	37
2023 Q2	–	Sell	-767	Closed	-$264K	–	1101
2023 Q1	$264K	Buy	+767	New	+$270K	0.05%	647
2021 Q3	–	Sell	-1,201	Closed	-$493K	–	757
2021 Q2	$493K	Buy	+1,201	New	+$462K	0.2%	161
2020 Q1	–	Sell	-3,457	Closed	-$944K	–	456
2019 Q4	$944K	Buy	+3,457	New	+$898K	0.29%	67

Other funds holding SPGI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Campbell & Co Investment Adviser's SPGI Position: Q1 2025 in Review

Campbell & Co Investment Adviser sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 2,539 shares — an estimated $1.26M sold.

Campbell & Co Investment Adviser first reported a position in SPGI in Q4 2019 and held it in 5 quarters. The position peaked at $3.62M in Q1 2024. 2,083 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Campbell & Co Investment Adviser reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 2,539 S&P Global shares in Q1 2025, an estimated $1.26M.
Campbell & Co Investment Adviser first reported a position in S&P Global in Q4 2019 and held it in 5 quarters.
Campbell & Co Investment Adviser's S&P Global position peaked at $3.62M in Q1 2024.
2,083 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2025, filed 14 May 2025.