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

Hillsdale 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 Q1	–	Sell	-190	Closed	-$94.6K	–	696
2024 Q4	$94.6K	Buy	+190	New	+$96.4K	﹤0.01%	437
2021 Q4	–	Sell	-110	Closed	-$47K	–	615
2021 Q3	$47K	Buy	+110	New	+$47.7K	﹤0.01%	489
2021 Q1	–	Sell	-160	Closed	-$53K	–	672
2020 Q4	$53K	Sell	160 -1,339	-89%	-$452K	0.01%	436
2020 Q3	$541K	Buy	1,499 +59	+4%	+$20.8K	0.05%	301
2020 Q2	$474K	Sell	1,440 -360	-20%	-$108K	0.04%	335
2020 Q1	$442K	Sell	1,800 -130	-7%	-$35.7K	0.05%	311
2019 Q4	$527K	Buy	1,930 +1,900	+6,333%	+$494K	0.05%	335
2019 Q3	$7K	Buy	+30	New	+$7.5K	﹤0.01%	522
2018 Q4	–	Sell	-40	Closed	-$8K	–	642
2018 Q3	$8K	Hold	40	–	–	﹤0.01%	370
2018 Q2	$8K	Sell	40 -10	-20%	-$1.98K	﹤0.01%	377
2018 Q1	$10K	Hold	50	–	–	﹤0.01%	343
2017 Q4	$8K	Hold	50	–	–	﹤0.01%	372
2017 Q3	$8K	Sell	50 -2,200	-98%	-$334K	﹤0.01%	369
2017 Q2	$328K	Buy	+2,250	New	+$312K	0.06%	230

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hillsdale Investment Management's SPGI Position: Q1 2025 in Review

Hillsdale Investment Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 190 shares — an estimated $94.6K sold.

Hillsdale Investment Management first reported a position in SPGI in Q2 2017 and held it in 14 quarters. The position peaked at $541K in Q3 2020. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Hillsdale Investment Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Hillsdale Investment Management sold 190 S&P Global shares in Q1 2025, an estimated $94.6K.
Hillsdale Investment Management first reported a position in S&P Global in Q2 2017 and held it in 14 quarters.
Hillsdale Investment Management's S&P Global position peaked at $541K in Q3 2020.
2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.