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ESL Trust Services’s S&P Global SPGI Stock Holding History

ESL Trust Services’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
2025
Q2 		– Sell
-8
Closed -$4.07K – 292
2025
Q1 		$4.07K Hold
8
– – ﹤0.01% 255
2024
Q4 		$3.98K Hold
8
– – ﹤0.01% 272
2024
Q3 		$4.13K Hold
8
– – ﹤0.01% 179
2024
Q2 		$3.57K Buy
+8
New +$3.43K ﹤0.01% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ESL Trust Services's SPGI Position: Q2 2025 in Review

ESL Trust Services sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 8 shares — an estimated $4.07K sold.

ESL Trust Services first reported a position in SPGI in Q2 2024 and held it in 4 quarters. The position peaked at $4.13K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • ESL Trust Services reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • ESL Trust Services sold 8 S&P Global shares in Q2 2025, an estimated $4.07K.
  • ESL Trust Services first reported a position in S&P Global in Q2 2024 and held it in 4 quarters.
  • ESL Trust Services's S&P Global position peaked at $4.13K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on ESL Trust Services's 13F filing for Q2 2025, filed 13 Aug 2025.