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Eagle Asset Management’s S&P Global SPGI Stock Holding History

Eagle Asset 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
2024
Q3 		$2.78M Buy
5,536
+1,936
+54% +$958K 0.01% 442
2024
Q2 		$1.61M Buy
3,600
+1,818
+102% +$780K 0.01% 487
2024
Q1 		$761K Buy
1,782
+1,264
+244% +$548K ﹤0.01% 513
2023
Q4 		$228K Buy
+518
New +$204K ﹤0.01% 542

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Eagle Asset Management's SPGI Position: Q3 2024 in Review

Eagle Asset Management increased its S&P Global (SPGI) stake by 54% in Q3 2024, buying an estimated $958K and bringing the position to 5,536 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #442.

Eagle Asset Management first reported a position in SPGI in Q4 2023 and has held it in 4 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Eagle Asset Management held 5,536 shares of S&P Global worth $2.78M as of Q3 2024.
  • Eagle Asset Management bought 1,936 S&P Global shares in Q3 2024, an estimated $958K.
  • S&P Global made up 0.01% of Eagle Asset Management's portfolio in Q3 2024, its #442 holding.
  • Eagle Asset Management first reported a position in S&P Global in Q4 2023 and has held it in 4 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.