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FORA Capital’s S&P Global SPGI Stock Holding History

FORA Capital’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
-3,918
Closed -$2.07M – 662
2025
Q2 		$2.07M Buy
+3,918
New +$1.96M 0.23% 115
2024
Q3 		– Sell
-21,058
Closed -$9.39M – 567
2024
Q2 		$9.39M Sell
21,058
-11,551
-35% -$4.96M 1.15% 8
2024
Q1 		$13.9M Buy
+32,609
New +$14.1M 1.14% 14
2023
Q2 		– Sell
-23,296
Closed -$8.03M – 596
2023
Q1 		$8.03M Buy
23,296
+8,615
+59% +$3.03M 0.8% 21
2022
Q4 		$4.92M Sell
14,681
-3,653
-20% -$1.2M 0.79% 26
2022
Q3 		$5.6M Buy
18,334
+17,572
+2,306% +$6.29M 1.07% 13
2022
Q2 		$257K Buy
+762
New +$272K 0.05% 362
2022
Q1 		– Sell
-5,171
Closed -$2.44M – 627
2021
Q4 		$2.44M Buy
+5,171
New +$2.37M 0.95% 15
2021
Q3 		– Sell
-3,914
Closed -$1.61M – 807
2021
Q2 		$1.61M Sell
3,914
-557
-12% -$214K 0.3% 86
2021
Q1 		$1.58M Buy
+4,471
New +$1.49M 0.52% 43
2020
Q4 		– Sell
-813
Closed -$293K – 1124
2020
Q3 		$293K Buy
+813
New +$287K 0.19% 120
2020
Q1 		– Sell
-8,927
Closed -$2.44M – 1317
2019
Q4 		$2.44M Buy
+8,927
New +$2.32M 0.25% 107

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

FORA Capital's SPGI Position: Q3 2025 in Review

FORA Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 3,918 shares — an estimated $2.07M sold.

FORA Capital first reported a position in SPGI in Q4 2019 and held it in 12 quarters. The position peaked at $13.9M in Q1 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • FORA Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 3,918 S&P Global shares in Q3 2025, an estimated $2.07M.
  • FORA Capital first reported a position in S&P Global in Q4 2019 and held it in 12 quarters.
  • FORA Capital's S&P Global position peaked at $13.9M in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.