DCM
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Donaldson Capital Management’s S&P Global SPGI Stock Holding History

Donaldson 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
-1,970
Closed -$808K – 250
2022
Q1 		$808K Buy
1,970
+555
+39% +$226K 0.04% 140
2021
Q4 		$668K Sell
1,415
-1,150
-45% -$526K 0.03% 159
2021
Q3 		$1.09M Buy
2,565
+871
+51% +$377K 0.06% 109
2021
Q2 		$695K Buy
1,694
+140
+9% +$53.8K 0.04% 139
2021
Q1 		$548K Sell
1,554
-45
-3% -$15K 0.03% 161
2020
Q4 		$526K Sell
1,599
-37
-2% -$12.5K 0.03% 157
2020
Q3 		$590K Sell
1,636
-205
-11% -$72.3K 0.04% 127
2020
Q2 		$607K Buy
1,841
+31
+2% +$9.32K 0.04% 117
2020
Q1 		$444K Buy
1,810
+251
+16% +$68.8K 0.04% 120
2019
Q4 		$426K Buy
1,559
+307
+25% +$79.8K 0.03% 147
2019
Q3 		$307K Buy
1,252
+182
+17% +$45.5K 0.02% 163
2019
Q2 		$244K Sell
1,070
-124
-10% -$27.1K 0.02% 150
2019
Q1 		$251K Buy
+1,194
New +$231K 0.02% 141
2018
Q4 		– Sell
-2,745
Closed -$536K – 195
2018
Q3 		$536K Buy
2,745
+1,743
+174% +$360K 0.05% 115
2018
Q2 		$204K Buy
+1,002
New +$198K 0.02% 168

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return