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

Contravisory 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	–	Sell	-27	Closed	-$13.1K	–	423
2025 Q3	$13.1K	Buy	27 +16	+145%	+$8.57K	﹤0.01%	334
2025 Q2	$5.8K	Hold	11	–	–	﹤0.01%	342
2025 Q1	$5.59K	Hold	11	–	–	﹤0.01%	345
2024 Q4	$5.48K	Hold	11	–	–	﹤0.01%	335
2024 Q3	$5.68K	Buy	11 +6	+120%	+$2.97K	﹤0.01%	311
2024 Q2	$2.23K	Hold	5	–	–	﹤0.01%	335
2024 Q1	$2.13K	Buy	+5	New	+$2.17K	﹤0.01%	338
2022 Q2	–	Sell	-2,405	Closed	-$986K	–	371
2022 Q1	$986K	Buy	+2,405	New	+$980K	0.28%	44
2021 Q1	–	Sell	-17,244	Closed	-$5.67M	–	289
2020 Q4	$5.67M	Buy	17,244 +107	+0.6%	+$36.1K	1.76%	27
2020 Q3	$6.18M	Buy	17,137 +118	+0.7%	+$41.6K	2.11%	16
2020 Q2	$5.53M	Buy	17,019 +16,564	+3,640%	+$4.98M	2.03%	16
2020 Q1	$111K	Buy	455 +76	+20%	+$20.8K	0.05%	174
2019 Q4	$103K	Buy	379 +74	+24%	+$19.2K	0.04%	185
2019 Q3	$75K	Hold	305	–	–	0.03%	199
2019 Q2	$69K	Buy	305 +59	+24%	+$12.9K	0.03%	197
2019 Q1	$52K	Buy	246 +177	+257%	+$34.3K	0.02%	215
2018 Q4	$12K	Hold	69	–	–	0.01%	245
2018 Q3	$13K	Buy	+69	New	+$14.2K	﹤0.01%	233

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Contravisory Investment Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 27 shares — an estimated $13.1K sold.

Contravisory Investment Management first reported a position in SPGI in Q3 2018 and held it in 18 quarters. The position peaked at $6.18M in Q3 2020. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Contravisory Investment Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Contravisory Investment Management sold 27 S&P Global shares in Q4 2025, an estimated $13.1K.
Contravisory Investment Management first reported a position in S&P Global in Q3 2018 and held it in 18 quarters.
Contravisory Investment Management's S&P Global position peaked at $6.18M in Q3 2020.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.