Hickory Lane Capital Management’s S&P Global SPGI Stock Holding History

Hickory Lane Capital 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
2023 Q1	$3.62M	Buy	10,500 +500	+5%	+$176K	4.43%	10
2022 Q4	$3.35M	Buy	10,000 +2,000	+25%	+$659K	3.34%	12
2022 Q3	$2.44M	Sell	8,000 -2,350	-23%	-$841K	2.54%	16
2022 Q2	$3.49M	Sell	10,350 -2,300	-18%	-$820K	3.18%	14
2022 Q1	$5.19M	Sell	12,650 -1,850	-13%	-$753K	3.17%	11
2021 Q4	$6.84M	Buy	14,500 +1,250	+9%	+$572K	3.64%	7
2021 Q3	$5.63M	Buy	+13,250	New	+$5.74M	3.18%	13

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

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

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

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

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

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

Hickory Lane Capital Management's SPGI Position: Q1 2023 in Review

Hickory Lane Capital Management increased its S&P Global (SPGI) stake by 5% in Q1 2023, buying an estimated $176K and bringing the position to 10,500 shares worth $3.62M. The position accounts for 4.43% of the portfolio, ranked #10.

Hickory Lane Capital Management first reported a position in SPGI in Q3 2021 and has held it in 7 quarters since. The position peaked at $6.84M in Q4 2021. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

Hickory Lane Capital Management held 10,500 shares of S&P Global worth $3.62M as of Q1 2023.
Hickory Lane Capital Management bought 500 S&P Global shares in Q1 2023, an estimated $176K.
S&P Global made up 4.43% of Hickory Lane Capital Management's portfolio in Q1 2023, its #10 holding.
Hickory Lane Capital Management first reported a position in S&P Global in Q3 2021 and has held it in 7 quarters since.
Hickory Lane Capital Management's S&P Global position peaked at $6.84M in Q4 2021.
1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Hickory Lane Capital Management's 13F filing for Q1 2023, filed 1 May 2023.