Cyrus J. Lawrence’s S&P Global SPGI Stock Holding History

Cyrus J. Lawrence’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	$696K	Sell	1,370 -20,412	-94%	-$10.4M	2.64%	15
2024 Q4	$10.8M	Buy	21,782 +90	+0.4%	+$45.7K	2.1%	17
2024 Q3	$11.2M	Buy	21,692 +191	+0.9%	+$94.5K	2.2%	17
2024 Q2	$9.59M	Buy	21,501 +167	+0.8%	+$71.6K	1.94%	19
2024 Q1	$9.08M	Buy	+21,334	New	+$9.25M	2.01%	19
2023 Q3	$7.92M	Buy	21,677 +42	+0.2%	+$16.5K	2.17%	20
2023 Q2	$8.67K	Buy	21,635 +206	+1%	+$75.3K	1.88%	13
2023 Q1	$7.39M	Sell	21,429 -76	-0.4%	-$26.7K	2.15%	21
2022 Q4	$7.2M	Sell	21,505 -377	-2%	-$124K	2.15%	23
2022 Q3	$6.68M	Sell	21,882 -269	-1%	-$96.2K	1.31%	25
2022 Q2	$7.47M	Sell	22,151 -356	-2%	-$127K	2.15%	18
2022 Q1	$9.23M	Buy	+22,507	New	+$9.17M	2.11%	18

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Oslo, Norway $935B AUM