CIM
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CCLA Investment Management’s S&P Global SPGI Stock Holding History

CCLA Investment 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
2025
Q4 		$175M Sell
334,290
-4,697
-1% -$2.32M 2.8% 6
2025
Q3 		$165M Buy
+338,987
New +$182M 2.64% 6
2025
Q1 		$158M Buy
311,566
+1,134
+0.4% +$579K 2.8% 7
2024
Q4 		$155M Sell
310,432
-7,510
-2% -$3.81M 2.45% 6
2024
Q3 		$143M Hold
317,942
– – 2.2% 7
2024
Q2 		$143M Buy
317,942
+3,181
+1% +$1.36M 2.2% 7
2024
Q1 		$133M Sell
314,761
-22,139
-7% -$9.6M 2.05% 15
2023
Q4 		$149M Buy
336,900
+2,278
+0.7% +$899K 2.43% 6
2023
Q3 		$122M Sell
334,622
-23,351
-7% -$9.18M 2.28% 11
2023
Q2 		$143M Buy
357,973
+50,056
+16% +$18.3M 2.55% 3
2023
Q1 		$106M Buy
307,917
+2,339
+0.8% +$823K 2.08% 15
2022
Q4 		$102M Buy
305,578
+1,326
+0.4% +$437K 2.31% 8
2022
Q3 		$93.2M Buy
+304,252
New +$109M 2.25% 9
2022
Q1 		$124M Buy
302,507
+31,469
+12% +$12.8M 2.23% 10
2021
Q4 		$128M Sell
271,038
-16,636
-6% -$7.61M 2.1% 11
2021
Q3 		$122M Sell
287,674
-19,032
-6% -$8.25M 2.02% 18
2021
Q2 		$126M Buy
306,706
+1,516
+0.5% +$583K 1.53% 12
2021
Q1 		$108M Buy
305,190
+85,876
+39% +$28.6M 2.15% 16
2020
Q4 		$71.4M Buy
219,314
+45,190
+26% +$15.2M 1.61% 30
2020
Q3 		$62.8M Sell
174,124
-8,669
-5% -$3.06M 1.7% 29
2020
Q2 		$60.2M Buy
+182,793
New +$55M 1.88% 23

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCLA Investment Management's SPGI Position: Q4 2025 in Review

CCLA Investment Management reduced its S&P Global (SPGI) stake by 1.4% in Q4 2025, selling an estimated $2.32M and leaving 334,290 shares worth $175M. The position accounts for 2.8% of the portfolio, ranked #6.

CCLA Investment Management first reported a position in SPGI in Q2 2020 and has held it in 21 quarters since. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • CCLA Investment Management held 334,290 shares of S&P Global worth $175M as of Q4 2025.
  • CCLA Investment Management sold 4,697 S&P Global shares in Q4 2025, an estimated $2.32M.
  • S&P Global made up 2.8% of CCLA Investment Management's portfolio in Q4 2025, its #6 holding.
  • CCLA Investment Management first reported a position in S&P Global in Q2 2020 and has held it in 21 quarters since.
  • 2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.