EIP
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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

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Edgewood Management
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Capital World Investors
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Capital International Investors
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return