CS
SPGI icon

Credential Securities’s S&P Global SPGI Stock Holding History

Credential Securities’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
2018
Q2 		$144K Buy
705
+42
+6% +$8.3K 0.03% 182
2018
Q1 		$126K Sell
663
-24
-3% -$4.43K 0.03% 190
2017
Q4 		$116K Buy
687
+148
+27% +$24.2K 0.03% 192
2017
Q3 		$84.2K Buy
539
+110
+26% +$16.7K 0.02% 204
2017
Q2 		$62.7K Buy
429
+27
+7% +$3.75K 0.02% 203
2017
Q1 		$52.6K Buy
402
+301
+298% +$37.4K 0.02% 202
2016
Q4 		$10.9K Buy
101
+14
+16% +$1.67K ﹤0.01% 216
2016
Q3 		$11K Buy
87
+80
+1,143% +$9.61K 0.01% 209
2016
Q2 		$751 Buy
+7
New +$751 ﹤0.01% 248

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Credential Securities's SPGI Position: Q2 2018 in Review

Credential Securities increased its S&P Global (SPGI) stake by 6.3% in Q2 2018, buying an estimated $8.3K and bringing the position to 705 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #182.

Credential Securities first reported a position in SPGI in Q2 2016 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold SPGI as of Q2 2018.

  • Credential Securities held 705 shares of S&P Global worth $144K as of Q2 2018.
  • Credential Securities bought 42 S&P Global shares in Q2 2018, an estimated $8.3K.
  • S&P Global made up 0.03% of Credential Securities's portfolio in Q2 2018, its #182 holding.
  • Credential Securities first reported a position in S&P Global in Q2 2016 and has held it in 9 quarters since.
  • 898 funds tracked by Wall St. Rank held S&P Global as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.