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Convergence Investment Partners’s S&P Global SPGI Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-389
Closed -$205K – 288
2025
Q2 		$205K Sell
389
-1,278
-77% -$638K 0.05% 230
2025
Q1 		$847K Buy
1,667
+1,124
+207% +$574K 0.23% 148
2024
Q4 		$270K Sell
543
-7
-1% -$3.55K 0.06% 218
2024
Q3 		$284K Sell
550
-12
-2% -$5.94K 0.08% 208
2024
Q2 		$250K Sell
562
-8
-1% -$3.43K 0.07% 225
2024
Q1 		$242K Sell
570
-4
-0.7% -$1.73K 0.09% 224
2023
Q4 		$253K Sell
574
-10
-2% -$3.95K 0.13% 157
2023
Q3 		$213K Sell
584
-1
-0.2% -$393 0.13% 148
2023
Q2 		$234K Sell
585
-13
-2% -$4.75K 0.13% 145
2023
Q1 		$206K Sell
598
-9
-1% -$3.17K 0.12% 167
2022
Q4 		$203K Buy
+607
New +$200K 0.12% 165
2022
Q3 		– Sell
-626
Closed -$211K – 247
2022
Q2 		$211K Sell
626
-30
-5% -$10.7K 0.13% 161
2022
Q1 		$269K Sell
656
-333
-34% -$136K 0.14% 151
2021
Q4 		$467K Buy
989
+501
+103% +$229K 0.24% 103
2021
Q3 		$207K Sell
488
-30
-6% -$13K 0.11% 186
2021
Q2 		$213K Buy
+518
New +$199K 0.09% 206
2020
Q4 		– Sell
-3,397
Closed -$1.23M – 275
2020
Q3 		$1.23M Sell
3,397
-204
-6% -$72K 0.43% 80
2020
Q2 		$1.19M Buy
3,601
+463
+15% +$139K 0.41% 80
2020
Q1 		$769K Buy
+3,138
New +$861K 0.34% 95
2018
Q2 		– Sell
-372
Closed -$71K – 814
2018
Q1 		$71K Buy
+372
New +$68.7K 0.01% 391

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 $3.38T AUM 44.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Convergence Investment Partners's SPGI Position: Q3 2025 in Review

Convergence Investment Partners sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 389 shares — an estimated $205K sold.

Convergence Investment Partners first reported a position in SPGI in Q1 2018 and held it in 20 quarters. The position peaked at $1.23M in Q3 2020. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Convergence Investment Partners reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 389 S&P Global shares in Q3 2025, an estimated $205K.
  • Convergence Investment Partners first reported a position in S&P Global in Q1 2018 and held it in 20 quarters.
  • Convergence Investment Partners's S&P Global position peaked at $1.23M in Q3 2020.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.