FIM
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Freedom Investment Management’s S&P Global SPGI Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-439
Closed -$232K – 622
2025
Q2 		$232K Buy
439
+8
+2% +$3.99K 0.02% 664
2025
Q1 		$219K Sell
431
-43
-9% -$22K 0.02% 686
2024
Q4 		$236K Sell
474
-36
-7% -$18.3K 0.02% 676
2024
Q3 		$264K Sell
510
-53
-9% -$26.2K 0.02% 643
2024
Q2 		$251K Sell
563
-88
-14% -$37.8K 0.02% 661
2024
Q1 		$277K Sell
651
-183
-22% -$79.3K 0.02% 637
2023
Q4 		$367K Sell
834
-385
-32% -$152K 0.03% 525
2023
Q3 		$446K Sell
1,219
-587
-33% -$231K 0.05% 391
2023
Q2 		$724K Sell
1,806
-469
-21% -$171K 0.08% 312
2023
Q1 		$784K Sell
2,275
-7,167
-76% -$2.52M 0.09% 291
2022
Q4 		$3.16M Buy
9,442
+262
+3% +$86.4K 0.36% 63
2022
Q3 		$2.8M Sell
9,180
-263
-3% -$94.1K 0.32% 72
2022
Q2 		$3.18M Sell
9,443
-2,205
-19% -$786K 0.34% 66
2022
Q1 		$4.78M Buy
11,648
+2,646
+29% +$1.08M 0.43% 49
2021
Q4 		$4.25M Sell
9,002
-749
-8% -$343K 0.31% 67
2021
Q3 		$4.14M Sell
9,751
-187
-2% -$81K 0.32% 63
2021
Q2 		$4.08M Sell
9,938
-272
-3% -$105K 0.3% 66
2021
Q1 		$3.6M Buy
+10,210
New +$3.4M 0.28% 75
2018
Q2 		– Sell
-7,007
Closed -$1.34M – 1115
2018
Q1 		$1.34M Buy
7,007
+597
+9% +$110K 0.07% 285
2017
Q4 		$1.09M Buy
6,410
+3,528
+122% +$576K 0.06% 337
2017
Q3 		$451K Buy
2,882
+310
+12% +$47.1K 0.02% 646
2017
Q2 		$375K Sell
2,572
-2,022
-44% -$281K 0.02% 685
2017
Q1 		$601K Buy
4,594
+2,474
+117% +$308K 0.04% 478
2016
Q4 		$228K Buy
+2,120
New +$253K 0.01% 823

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

Freedom Investment Management's SPGI Position: Q3 2025 in Review

Freedom Investment Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 439 shares — an estimated $232K sold.

Freedom Investment Management first reported a position in SPGI in Q4 2016 and held it in 24 quarters. The position peaked at $4.78M in Q1 2022. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Freedom Investment Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 439 S&P Global shares in Q3 2025, an estimated $232K.
  • Freedom Investment Management first reported a position in S&P Global in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's S&P Global position peaked at $4.78M in Q1 2022.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.