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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Donoghue Forlines's SPGI Position: Q2 2022 in Review

Donoghue Forlines sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 2,038 shares — an estimated $836K sold.

Donoghue Forlines first reported a position in SPGI in Q2 2017 and held it in 5 quarters. The position peaked at $2.55M in Q1 2018. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Donoghue Forlines reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
Donoghue Forlines sold 2,038 S&P Global shares in Q2 2022, an estimated $836K.
Donoghue Forlines first reported a position in S&P Global in Q2 2017 and held it in 5 quarters.
Donoghue Forlines's S&P Global position peaked at $2.55M in Q1 2018.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Donoghue Forlines's 13F filing for Q2 2022, filed 8 Aug 2022.