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FDO Partners’s S&P Global SPGI Stock Holding History

FDO 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
2017
Q4 		– Sell
-15,407
Closed -$2.41M – 252
2017
Q3 		$2.41M Buy
15,407
+13,678
+791% +$2.08M 0.96% 20
2017
Q2 		$252K Buy
+1,729
New +$240K 0.05% 223
2017
Q1 		– Sell
-16,943
Closed -$1.82M – 277
2016
Q4 		$1.82M Buy
+16,943
New +$2.02M 0.73% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

FDO Partners's SPGI Position: Q4 2017 in Review

FDO Partners sold out of S&P Global (SPGI) in Q4 2017, closing a stake of 15,407 shares — an estimated $2.41M sold.

FDO Partners first reported a position in SPGI in Q4 2016 and held it in 3 quarters. The position peaked at $2.41M in Q3 2017. 837 funds tracked by Wall St. Rank hold SPGI as of Q4 2017.

  • FDO Partners reported no remaining S&P Global position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 15,407 S&P Global shares in Q4 2017, an estimated $2.41M.
  • FDO Partners first reported a position in S&P Global in Q4 2016 and held it in 3 quarters.
  • FDO Partners's S&P Global position peaked at $2.41M in Q3 2017.
  • 837 funds tracked by Wall St. Rank held S&P Global as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.