EI
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Elkhorn Investments’s S&P Global SPGI Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.85M Buy
11,032
+2,614
+31% +$427K 0.97% 64
2017
Q3 		$1.32M Buy
+8,418
New +$1.28M 0.98% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Elkhorn Investments's SPGI Position: Q4 2017 in Review

Elkhorn Investments increased its S&P Global (SPGI) stake by 31% in Q4 2017, buying an estimated $427K and bringing the position to 11,032 shares worth $1.85M. The position accounts for 0.97% of the portfolio, ranked #64.

Elkhorn Investments first reported a position in SPGI in Q3 2017 and has held it in 2 quarters since. 837 funds tracked by Wall St. Rank hold SPGI as of Q4 2017.

  • Elkhorn Investments held 11,032 shares of S&P Global worth $1.85M as of Q4 2017.
  • Elkhorn Investments bought 2,614 S&P Global shares in Q4 2017, an estimated $427K.
  • S&P Global made up 0.97% of Elkhorn Investments's portfolio in Q4 2017, its #64 holding.
  • Elkhorn Investments first reported a position in S&P Global in Q3 2017 and has held it in 2 quarters since.
  • 837 funds tracked by Wall St. Rank held S&P Global as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.