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Epoch Investment Partners’s S&P Global SPGI Stock Holding History

Epoch Investment 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
2020
Q4 		– Sell
-71,887
Closed -$25.9M – 340
2020
Q3 		$25.9M Sell
71,887
-22,973
-24% -$8.11M 0.13% 151
2020
Q2 		$31.3M Buy
94,860
+5,404
+6% +$1.62M 0.16% 141
2020
Q1 		$21.9M Buy
89,456
+37,392
+72% +$10.3M 0.13% 140
2019
Q4 		$14.2M Buy
52,064
+25,173
+94% +$6.54M 0.06% 189
2019
Q3 		$6.59M Sell
26,891
-120
-0.4% -$30K 0.03% 214
2019
Q2 		$6.15M Buy
27,011
+1,195
+5% +$261K 0.03% 220
2019
Q1 		$5.43M Buy
+25,816
New +$5M 0.02% 245

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Epoch Investment Partners's SPGI Position: Q4 2020 in Review

Epoch Investment Partners sold out of S&P Global (SPGI) in Q4 2020, closing a stake of 71,887 shares — an estimated $25.9M sold.

Epoch Investment Partners first reported a position in SPGI in Q1 2019 and held it in 7 quarters. The position peaked at $31.3M in Q2 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Epoch Investment Partners reported no remaining S&P Global position as of Q4 2020 after selling out during the quarter.
  • Epoch Investment Partners sold 71,887 S&P Global shares in Q4 2020, an estimated $25.9M.
  • Epoch Investment Partners first reported a position in S&P Global in Q1 2019 and held it in 7 quarters.
  • Epoch Investment Partners's S&P Global position peaked at $31.3M in Q2 2020.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Epoch Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.