FIS
SPGI icon

Fundsmith Investment Services’s S&P Global SPGI Stock Holding History

Fundsmith Investment Services’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
2022
Q1 		– Sell
-16,517
Closed -$7.79M – 41
2021
Q4 		$7.79M Buy
16,517
+20
+0.1% +$9.15K 4.23% 8
2021
Q3 		$7.01M Buy
16,497
+20
+0.1% +$8.67K 4.26% 8
2021
Q2 		$6.76M Buy
+16,477
New +$6.33M 4.2% 7

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith Investment Services's SPGI Position: Q1 2022 in Review

Fundsmith Investment Services sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 16,517 shares — an estimated $7.79M sold.

Fundsmith Investment Services first reported a position in SPGI in Q2 2021 and held it in 3 quarters. The position peaked at $7.79M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Fundsmith Investment Services reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Fundsmith Investment Services sold 16,517 S&P Global shares in Q1 2022, an estimated $7.79M.
  • Fundsmith Investment Services first reported a position in S&P Global in Q2 2021 and held it in 3 quarters.
  • Fundsmith Investment Services's S&P Global position peaked at $7.79M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Fundsmith Investment Services's 13F filing for Q1 2022, filed 16 May 2022.