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Corbett Road Capital Management’s S&P Global SPGI Stock Holding History

Corbett Road Capital 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
2022
Q2 		– Sell
-796
Closed -$327K – 113
2022
Q1 		$327K Buy
796
+143
+22% +$58.2K 0.42% 86
2021
Q4 		$308K Buy
+653
New +$299K 0.53% 89
2020
Q1 		– Sell
-992
Closed -$271K – 110
2019
Q4 		$271K Buy
+992
New +$258K 0.27% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Corbett Road Capital Management's SPGI Position: Q2 2022 in Review

Corbett Road Capital Management sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 796 shares — an estimated $327K sold.

Corbett Road Capital Management first reported a position in SPGI in Q4 2019 and held it in 3 quarters. The position peaked at $327K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Corbett Road Capital Management reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Corbett Road Capital Management sold 796 S&P Global shares in Q2 2022, an estimated $327K.
  • Corbett Road Capital Management first reported a position in S&P Global in Q4 2019 and held it in 3 quarters.
  • Corbett Road Capital Management's S&P Global position peaked at $327K in Q1 2022.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.