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Crestline Management’s S&P Global SPGI Stock Holding History

Crestline 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
Q1 		– Sell
-17,635
Closed -$8.78M – 552
2024
Q4 		$8.78M Buy
+17,635
New +$8.95M 0.29% 65
2024
Q3 		– Sell
-4,493
Closed -$2M – 544
2024
Q2 		$2M Sell
4,493
-9,730
-68% -$4.17M 0.16% 132
2024
Q1 		$6.05M Buy
14,223
+1,075
+8% +$466K 0.53% 66
2023
Q4 		$5.79M Buy
13,148
+408
+3% +$161K 0.49% 74
2023
Q3 		$4.66M Buy
12,740
+7,676
+152% +$3.02M 0.54% 67
2023
Q2 		$2.03M Sell
5,064
-6,708
-57% -$2.45M 0.21% 118
2023
Q1 		$4.06M Buy
+11,772
New +$4.14M 0.48% 69
2017
Q4 		– Sell
-16,233
Closed -$2.54M – 197
2017
Q3 		$2.54M Buy
+16,233
New +$2.47M 0.35% 48

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Crestline Management's SPGI Position: Q1 2025 in Review

Crestline Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 17,635 shares — an estimated $8.78M sold.

Crestline Management first reported a position in SPGI in Q3 2017 and held it in 8 quarters. The position peaked at $8.78M in Q4 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Crestline Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 17,635 S&P Global shares in Q1 2025, an estimated $8.78M.
  • Crestline Management first reported a position in S&P Global in Q3 2017 and held it in 8 quarters.
  • Crestline Management's S&P Global position peaked at $8.78M in Q4 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.