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Donoghue Forlines’s S&P Global SPGI Stock Holding History

Donoghue Forlines’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
-2,038
Closed -$836K – 288
2022
Q1 		$836K Sell
2,038
-1,894
-48% -$771K 0.18% 180
2021
Q4 		$1.86M Buy
+3,932
New +$1.8M 0.31% 66
2019
Q4 		– Sell
-9,727
Closed -$2.38M – 202
2019
Q3 		$2.38M Buy
+9,727
New +$2.43M 0.34% 103
2018
Q2 		– Sell
-13,325
Closed -$2.55M – 180
2018
Q1 		$2.55M Buy
+13,325
New +$2.46M 0.22% 75
2017
Q3 		– Sell
-1,370
Closed -$200K – 107
2017
Q2 		$200K Buy
+1,370
New +$190K 0.02% 86

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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