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Handelsinvest Investeringsforvaltning’s S&P Global SPGI Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$1.34M Sell
3,162
-571
-15% -$247K 0.65% 41
2023
Q4 		$1.64M Buy
+3,733
New +$1.47M 0.67% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's SPGI Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its S&P Global (SPGI) stake by 15% in Q1 2024, selling an estimated $247K and leaving 3,162 shares worth $1.34M. The position accounts for 0.65% of the portfolio, ranked #41.

Handelsinvest Investeringsforvaltning first reported a position in SPGI in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.64M in Q4 2023. 1,830 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 3,162 shares of S&P Global worth $1.34M as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 571 S&P Global shares in Q1 2024, an estimated $247K.
  • S&P Global made up 0.65% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #41 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in S&P Global in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's S&P Global position peaked at $1.64M in Q4 2023.
  • 1,830 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.