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Enlightenment Research’s S&P Global SPGI Stock Holding History

Enlightenment Research’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
2022
Q1 		– Sell
-1,000
Closed -$472K – 199
2021
Q4 		$472K Buy
+1,000
New +$457K 0.67% 42
2021
Q2 		– Sell
-700
Closed -$247K – 208
2021
Q1 		$247K Buy
+700
New +$233K 0.3% 100
2020
Q2 		– Sell
-800
Closed -$213K – 180
2020
Q1 		$213K Buy
+800
New +$219K 0.23% 142

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Enlightenment Research's SPGI Position: Q1 2022 in Review

Enlightenment Research sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 1,000 shares — an estimated $472K sold.

Enlightenment Research first reported a position in SPGI in Q1 2020 and held it in 3 quarters. The position peaked at $472K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Enlightenment Research reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,000 S&P Global shares in Q1 2022, an estimated $472K.
  • Enlightenment Research first reported a position in S&P Global in Q1 2020 and held it in 3 quarters.
  • Enlightenment Research's S&P Global position peaked at $472K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.