Cider Mill Investments’s S&P Global SPGI Stock Holding History

Cider Mill Investments’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
2019 Q1	$2.99M	Sell	14,206 -29,000	-67%	-$5.62M	4.14%	10
2018 Q4	$7.34M	Sell	43,206 -17,943	-29%	-$3.21M	4.91%	10
2018 Q3	$11.9M	Hold	61,149	–	–	5.52%	7
2018 Q2	$12.5M	Hold	61,149	–	–	5.59%	4
2018 Q1	$11.7M	Sell	61,149 -23,200	-28%	-$4.28M	5.55%	6
2017 Q4	$14.3M	Buy	84,349 +30,432	+56%	+$4.97M	5.81%	2
2017 Q3	$8.43M	Hold	53,917	–	–	4.9%	6
2017 Q2	$7.87M	Hold	53,917	–	–	4.94%	7
2017 Q1	$7.05M	Sell	53,917 -10,983	-17%	-$1.37M	4.49%	8
2016 Q4	$6.98M	Buy	+64,900	New	+$7.75M	4.97%	11

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Cider Mill Investments's SPGI Position: Q1 2019 in Review

Cider Mill Investments reduced its S&P Global (SPGI) stake by 67% in Q1 2019, selling an estimated $5.62M and leaving 14,206 shares worth $2.99M. The position accounts for 4.14% of the portfolio, ranked #10.

Cider Mill Investments first reported a position in SPGI in Q4 2016 and has held it in 10 quarters since. The position peaked at $14.3M in Q4 2017. 929 funds tracked by Wall St. Rank hold SPGI as of Q1 2019.

Cider Mill Investments held 14,206 shares of S&P Global worth $2.99M as of Q1 2019.
Cider Mill Investments sold 29,000 S&P Global shares in Q1 2019, an estimated $5.62M.
S&P Global made up 4.14% of Cider Mill Investments's portfolio in Q1 2019, its #10 holding.
Cider Mill Investments first reported a position in S&P Global in Q4 2016 and has held it in 10 quarters since.
Cider Mill Investments's S&P Global position peaked at $14.3M in Q4 2017.
929 funds tracked by Wall St. Rank held S&P Global as of Q1 2019.

Based on Cider Mill Investments's 13F filing for Q1 2019, filed 15 May 2019.