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Eschler Asset Management’s S&P Global SPGI Stock Holding History

Eschler Asset Management’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
2024
Q4 		– Sell
-951
Closed -$491K – 76
2024
Q3 		$491K Sell
951
-694
-42% -$343K 0.73% 45
2024
Q2 		$734K Buy
+1,645
New +$706K 0.58% 27
2022
Q2 		– Sell
-1,100
Closed -$451K – 61
2022
Q1 		$451K Buy
+1,100
New +$448K 0.42% 27

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eschler Asset Management's SPGI Position: Q4 2024 in Review

Eschler Asset Management sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 951 shares — an estimated $491K sold.

Eschler Asset Management first reported a position in SPGI in Q1 2022 and held it in 3 quarters. The position peaked at $734K in Q2 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Eschler Asset Management reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Eschler Asset Management sold 951 S&P Global shares in Q4 2024, an estimated $491K.
  • Eschler Asset Management first reported a position in S&P Global in Q1 2022 and held it in 3 quarters.
  • Eschler Asset Management's S&P Global position peaked at $734K in Q2 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Eschler Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.