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Capitolis Advisors’s S&P Global SPGI Stock Holding History

Capitolis Advisors’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
2022
Q4 		– Sell
-50,000
Closed -$15.3M – 55
2022
Q3 		$15.3M Buy
50,000
+49,872
+38,963% +$17.8M 1.09% 29
2022
Q2 		$43K Hold
128
– – ﹤0.01% 123
2022
Q1 		$53K Hold
128
– – ﹤0.01% 139
2021
Q4 		$60K Hold
128
– – ﹤0.01% 537
2021
Q3 		$57K Hold
128
– – ﹤0.01% 400
2021
Q2 		$53K Sell
128
-930
-88% -$357K ﹤0.01% 401
2021
Q1 		$373K Sell
1,058
-82,153
-99% -$27.3M 0.01% 377
2020
Q4 		$27.4M Buy
+83,211
New +$28.1M 0.46% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capitolis Advisors's SPGI Position: Q4 2022 in Review

Capitolis Advisors sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 50,000 shares — an estimated $15.3M sold.

Capitolis Advisors first reported a position in SPGI in Q4 2020 and held it in 8 quarters. The position peaked at $27.4M in Q4 2020. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • Capitolis Advisors reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • Capitolis Advisors sold 50,000 S&P Global shares in Q4 2022, an estimated $15.3M.
  • Capitolis Advisors first reported a position in S&P Global in Q4 2020 and held it in 8 quarters.
  • Capitolis Advisors's S&P Global position peaked at $27.4M in Q4 2020.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.