Edgewood Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$279M Sell
656,043
-986,888
-60% -$458M 1.8% 21
2025
Q4
$859M Sell
1,642,931
-642,017
-28% -$318M 4.09% 13
2025
Q3
$1.11B Sell
2,284,948
-212,494
-9% -$114M 3.94% 15
2025
Q2
$1.32B Sell
2,497,442
-191,791
-7% -$95.7M 4.19% 11
2025
Q1
$1.37B Sell
2,689,233
-893,366
-25% -$456M 4.76% 8
2024
Q4
$1.78B Sell
3,582,599
-339,580
-9% -$172M 5.12% 8
2024
Q3
$2.03B Sell
3,922,179
-62,065
-2% -$30.7M 5.47% 6
2024
Q2
$1.78B Buy
3,984,244
+288,894
+8% +$124M 4.82% 12
2024
Q1
$1.57B Buy
3,695,350
+176,800
+5% +$76.6M 4.22% 14
2023
Q4
$1.55B Sell
3,518,550
-52,524
-1% -$20.7M 4.47% 13
2023
Q3
$1.3B Sell
3,571,074
-109,992
-3% -$43.2M 4.26% 14
2023
Q2
$1.48B Sell
3,681,066
-106,735
-3% -$39M 4.48% 11
2023
Q1
$1.31B Sell
3,787,801
-115,015
-3% -$40.5M 4.18% 15
2022
Q4
$1.31B Sell
3,902,816
-432,508
-10% -$143M 4.65% 13
2022
Q3
$1.32B Sell
4,335,324
-782,322
-15% -$280M 4.61% 12
2022
Q2
$1.72B Sell
5,117,646
-391,817
-7% -$140M 5.09% 8
2022
Q1
$2.26B Sell
5,509,463
-11,937
-0.2% -$4.86M 4.53% 11
2021
Q4
$2.61B Sell
5,521,400
-41,013
-0.7% -$18.8M 4.28% 15
2021
Q3
$2.36B Buy
5,562,413
+4,464
+0.1% +$1.93M 3.97% 15
2021
Q2
$2.28B Sell
5,557,949
-33,440
-0.6% -$12.9M 3.86% 14
2021
Q1
$1.97B Sell
5,591,389
-63,655
-1% -$21.2M 3.91% 17
2020
Q4
$1.86B Buy
5,655,044
+586,258
+12% +$198M 3.69% 17
2020
Q3
$1.83B Buy
5,068,786
+41,901
+0.8% +$14.8M 4.02% 15
2020
Q2
$1.66B Buy
5,026,885
+269,646
+6% +$81.1M 4% 14
2020
Q1
$1.17B Sell
4,757,239
-1,086,154
-19% -$298M 3.87% 15
2019
Q4
$1.6B Sell
5,843,393
-9,099
-0.2% -$2.36M 4.76% 11
2019
Q3
$1.43B Sell
5,852,492
-599,394
-9% -$150M 4.7% 11
2019
Q2
$1.47B Buy
6,451,886
+20,045
+0.3% +$4.38M 4.83% 8
2019
Q1
$1.35B Buy
6,431,841
+56,166
+0.9% +$10.9M 4.74% 9
2018
Q4
$1.08B Sell
6,375,675
-177,898
-3% -$31.9M 4.45% 11
2018
Q3
$1.28B Buy
6,553,573
+97,455
+2% +$20.1M 4.28% 13
2018
Q2
$1.32B Buy
6,456,118
+110,924
+2% +$21.9M 4.78% 9
2018
Q1
$1.21B Buy
6,345,194
+205,254
+3% +$37.9M 4.84% 10
2017
Q4
$1.04B Buy
6,139,940
+114,459
+2% +$18.7M 4.53% 12
2017
Q3
$942M Buy
6,025,481
+141,206
+2% +$21.5M 4.33% 12
2017
Q2
$859M Buy
5,884,275
+296,072
+5% +$41.1M 4.21% 12
2017
Q1
$731M Sell
5,588,203
-410,134
-7% -$51M 4.08% 10
2016
Q4
$645M Sell
5,998,337
-10,931
-0.2% -$1.31M 4.25% 11
2016
Q3
$761M Buy
6,009,268
+39,277
+0.7% +$4.72M 5% 7
2016
Q2
$640M Buy
+5,969,991
New +$641M 4.7% 8

Other funds holding SPGI