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Evergreen Capital Management’s S&P Global SPGI Stock Holding History

Evergreen Capital 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
2026
Q2 		$1.14M Sell
2,808
-2,757
-50% -$1.16M 0.02% 487
2026
Q1 		$2.37M Buy
5,565
+2,396
+76% +$1.11M 0.05% 292
2025
Q4 		$1.66M Sell
3,169
-1,013
-24% -$501K 0.04% 352
2025
Q3 		$2.04M Buy
4,182
+437
+12% +$234K 0.05% 285
2025
Q2 		$1.97M Buy
3,745
+811
+28% +$405K 0.06% 267
2025
Q1 		$1.49M Buy
2,934
+118
+4% +$60.3K 0.05% 282
2024
Q4 		$1.4M Sell
2,816
-12
-0.4% -$6.09K 0.05% 298
2024
Q3 		$1.46M Buy
2,828
+76
+3% +$37.6K 0.05% 287
2024
Q2 		$1.23M Buy
2,752
+254
+10% +$109K 0.04% 285
2024
Q1 		$1.06M Sell
2,498
-410
-14% -$178K 0.04% 287
2023
Q4 		$1.28M Sell
2,908
-32
-1% -$12.6K 0.05% 267
2023
Q3 		$1.07M Buy
2,940
+30
+1% +$11.8K 0.05% 277
2023
Q2 		$1.17M Buy
2,910
+197
+7% +$72K 0.05% 271
2023
Q1 		$935K Buy
2,713
+101
+4% +$35.5K 0.04% 283
2022
Q4 		$875K Sell
2,612
-203
-7% -$66.9K 0.04% 294
2022
Q3 		$860K Buy
2,815
+1,669
+146% +$597K 0.04% 275
2022
Q2 		$386K Buy
1,146
+27
+2% +$9.63K 0.02% 373
2022
Q1 		$459K Buy
1,119
+448
+67% +$182K 0.02% 394
2021
Q4 		$317K Buy
671
+60
+10% +$27.4K 0.01% 466
2021
Q3 		$260K Sell
611
-1
-0.2% -$433 0.01% 477
2021
Q2 		$251K Buy
+612
New +$235K 0.01% 457
2021
Q1 		– Sell
-974
Closed -$320K – 520
2020
Q4 		$320K Sell
974
-56
-5% -$18.9K 0.02% 335
2020
Q3 		$371K Buy
1,030
+94
+10% +$33.2K 0.03% 303
2020
Q2 		$308K Buy
936
+38
+4% +$11.4K 0.02% 306
2020
Q1 		$220K Buy
898
+3
+0.3% +$823 0.02% 317
2019
Q4 		$244K Buy
+895
New +$233K 0.02% 388

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Capital Management's SPGI Position: Q2 2026 in Review

Evergreen Capital Management reduced its S&P Global (SPGI) stake by 50% in Q2 2026, selling an estimated $1.16M and leaving 2,808 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #487.

Evergreen Capital Management first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.37M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Evergreen Capital Management held 2,808 shares of S&P Global worth $1.14M as of Q2 2026.
  • Evergreen Capital Management sold 2,757 S&P Global shares in Q2 2026, an estimated $1.16M.
  • S&P Global made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #487 holding.
  • Evergreen Capital Management first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Evergreen Capital Management's S&P Global position peaked at $2.37M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.