Courage Miller Partners’s S&P Global SPGI Stock Holding History

Courage Miller 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
2026 Q1	–	Sell	-458	Closed	-$239K	–	93
2025 Q4	$239K	Sell	458 -137	-23%	-$67.8K	0.07%	81
2025 Q3	$290K	Hold	595	–	–	0.09%	73
2025 Q2	$314K	Hold	595	–	–	0.1%	69
2025 Q1	$302K	Hold	595	–	–	0.1%	67
2024 Q4	$296K	Hold	595	–	–	0.1%	69
2024 Q3	$307K	Hold	595	–	–	0.1%	67
2024 Q2	$265K	Hold	595	–	–	0.1%	72
2024 Q1	$253K	Hold	595	–	–	0.09%	82
2023 Q4	$262K	Hold	595	–	–	0.1%	71
2023 Q3	$217K	Hold	595	–	–	0.09%	72
2023 Q2	$239K	Hold	595	–	–	0.1%	70
2023 Q1	$205K	Buy	+595	New	+$209K	0.09%	74
2022 Q3	–	Sell	-595	Closed	-$201K	–	70
2022 Q2	$201K	Hold	595	–	–	0.1%	70
2022 Q1	$244K	Hold	595	–	–	0.1%	69
2021 Q4	$281K	Hold	595	–	–	0.11%	68
2021 Q3	$253K	Hold	595	–	–	0.1%	73
2021 Q2	$244K	Hold	595	–	–	0.1%	75
2021 Q1	$210K	Buy	+595	New	+$198K	0.09%	78

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return