Fund Management at Engine No 1’s S&P Global SPGI Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-4,653	Closed	-$1.7M	–	354
2023 Q3	$1.7M	Buy	4,653 +383	+9%	+$151K	0.26%	78
2023 Q2	$1.71M	Buy	4,270 +278	+7%	+$102K	0.32%	71
2023 Q1	$1.38M	Buy	3,992 +326	+9%	+$115K	0.28%	81
2022 Q4	$1.23M	Buy	3,666 +391	+12%	+$129K	0.3%	80
2022 Q3	$1M	Sell	3,275 -230	-7%	-$82.3K	0.29%	82
2022 Q2	$1.18M	Buy	3,505 +506	+17%	+$180K	0.31%	79
2022 Q1	$1.23M	Buy	+2,999	New	+$1.22M	0.31%	79

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fund Management at Engine No 1's SPGI Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 4,653 shares — an estimated $1.7M sold.

Fund Management at Engine No 1 first reported a position in SPGI in Q1 2022 and held it in 7 quarters. The position peaked at $1.71M in Q2 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

Fund Management at Engine No 1 reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 4,653 S&P Global shares in Q4 2023, an estimated $1.7M.
Fund Management at Engine No 1 first reported a position in S&P Global in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's S&P Global position peaked at $1.71M in Q2 2023.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.