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Hirtle Callaghan & Co’s S&P Global SPGI Stock Holding History

Hirtle Callaghan & Co’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
Q2 		– Sell
-782
Closed -$270K – 85
2023
Q1 		$270K Sell
782
-3,513
-82% -$1.24M 0.01% 77
2022
Q4 		$1.44M Sell
4,295
-126
-3% -$41.5K 0.09% 62
2022
Q3 		$1.35M Buy
4,421
+2,434
+122% +$871K 0.1% 61
2022
Q2 		$670K Buy
1,987
+539
+37% +$192K 0.04% 75
2022
Q1 		$594K Buy
+1,448
New +$590K 0.03% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hirtle Callaghan & Co's SPGI Position: Q2 2023 in Review

Hirtle Callaghan & Co sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 782 shares — an estimated $270K sold.

Hirtle Callaghan & Co first reported a position in SPGI in Q1 2022 and held it in 5 quarters. The position peaked at $1.44M in Q4 2022. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Hirtle Callaghan & Co reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 782 S&P Global shares in Q2 2023, an estimated $270K.
  • Hirtle Callaghan & Co first reported a position in S&P Global in Q1 2022 and held it in 5 quarters.
  • Hirtle Callaghan & Co's S&P Global position peaked at $1.44M in Q4 2022.
  • 1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2023, filed 10 Aug 2023.