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DSM Capital Partners’s S&P Global SPGI Stock Holding History

DSM Capital Partners’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
2024
Q4 		– Sell
-42
Closed -$21.7K – 89
2024
Q3 		$21.7K Hold
42
– – ﹤0.01% 90
2024
Q2 		$18.7K Hold
42
– – ﹤0.01% 94
2024
Q1 		$17.9K Hold
42
– – ﹤0.01% 105
2023
Q4 		$18.5K Buy
+42
New +$16.6K ﹤0.01% 109
2022
Q1 		– Sell
-1,000
Closed -$472K – 59
2021
Q4 		$472K Buy
+1,000
New +$457K ﹤0.01% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

DSM Capital Partners's SPGI Position: Q4 2024 in Review

DSM Capital Partners sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 42 shares — an estimated $21.7K sold.

DSM Capital Partners first reported a position in SPGI in Q4 2021 and held it in 5 quarters. The position peaked at $472K in Q4 2021. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • DSM Capital Partners reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • DSM Capital Partners sold 42 S&P Global shares in Q4 2024, an estimated $21.7K.
  • DSM Capital Partners first reported a position in S&P Global in Q4 2021 and held it in 5 quarters.
  • DSM Capital Partners's S&P Global position peaked at $472K in Q4 2021.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on DSM Capital Partners's 13F filing for Q4 2024, filed 31 Jan 2025.