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Ewing Morris & Co Investment Partners’s S&P Global SPGI Stock Holding History

Ewing Morris & Co 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
2025
Q3 		– Sell
-515
Closed -$272K – 115
2025
Q2 		$272K Sell
515
-2,610
-84% -$1.3M 0.12% 89
2025
Q1 		$2.29M Sell
3,125
-200
-6% -$102K 0.72% 37
2024
Q4 		$1.66M Buy
+3,325
New +$1.69M 0.57% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ewing Morris & Co Investment Partners's SPGI Position: Q3 2025 in Review

Ewing Morris & Co Investment Partners sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 515 shares — an estimated $272K sold.

Ewing Morris & Co Investment Partners first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $2.29M in Q1 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Ewing Morris & Co Investment Partners reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 515 S&P Global shares in Q3 2025, an estimated $272K.
  • Ewing Morris & Co Investment Partners first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
  • Ewing Morris & Co Investment Partners's S&P Global position peaked at $2.29M in Q1 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.