EARNEST Partners’s S&P Global SPGI Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-141	Closed	-$51.5K	–	970
2023 Q3	$51.5K	Hold	141	–	–	﹤0.01%	365
2023 Q2	$56.5K	Hold	141	–	–	﹤0.01%	341
2023 Q1	$48.6K	Hold	141	–	–	﹤0.01%	345
2022 Q4	$47.2K	Hold	141	–	–	﹤0.01%	349
2022 Q3	$43K	Hold	141	–	–	﹤0.01%	345
2022 Q2	$48K	Hold	141	–	–	﹤0.01%	339
2022 Q1	$58K	Buy	141 +48	+52%	+$19.6K	﹤0.01%	326
2021 Q4	$44K	Sell	93 -34	-27%	-$15.6K	﹤0.01%	353
2021 Q3	$54K	Hold	127	–	–	﹤0.01%	327
2021 Q2	$52K	Hold	127	–	–	﹤0.01%	332
2021 Q1	$45K	Hold	127	–	–	﹤0.01%	337
2020 Q4	$42K	Hold	127	–	–	﹤0.01%	333
2020 Q3	$46K	Hold	127	–	–	﹤0.01%	311
2020 Q2	$42K	Hold	127	–	–	﹤0.01%	311
2020 Q1	$31K	Hold	127	–	–	﹤0.01%	330
2019 Q4	$35K	Hold	127	–	–	﹤0.01%	353
2019 Q3	$31K	Buy	+127	New	+$31.7K	﹤0.01%	370
2019 Q2	–	Sell	-127	Closed	-$27.7K	–	382
2019 Q1	$27K	Hold	127	–	–	﹤0.01%	393
2018 Q4	$22K	Hold	127	–	–	﹤0.01%	408
2018 Q3	$25K	Hold	127	–	–	﹤0.01%	399
2018 Q2	$26K	Hold	127	–	–	﹤0.01%	390
2018 Q1	$24K	Hold	127	–	–	﹤0.01%	402
2017 Q4	$22K	Buy	+127	New	+$20.7K	﹤0.01%	400
2017 Q1	–	Sell	-127	Closed	-$14K	–	800
2016 Q4	$14K	Buy	+127	New	+$15.2K	﹤0.01%	460

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners's SPGI Position: Q4 2023 in Review

EARNEST Partners sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 141 shares — an estimated $51.5K sold.

EARNEST Partners first reported a position in SPGI in Q4 2016 and held it in 24 quarters. The position peaked at $58K in Q1 2022. 1,773 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

EARNEST Partners reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 141 S&P Global shares in Q4 2023, an estimated $51.5K.
EARNEST Partners first reported a position in S&P Global in Q4 2016 and held it in 24 quarters.
EARNEST Partners's S&P Global position peaked at $58K in Q1 2022.
1,773 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.