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

Horan 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
2020
Q4 		$24.6M Buy
74,905
+49,373
+193% +$16.7M 3.1% 13
2020
Q3 		$9.21M Buy
+25,532
New +$9.01M 1.36% 22

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horan Capital Management's SPGI Position: Q4 2020 in Review

Horan Capital Management increased its S&P Global (SPGI) stake by 193% in Q4 2020, buying an estimated $16.7M and bringing the position to 74,905 shares worth $24.6M. The position accounts for 3.1% of the portfolio, ranked #13.

Horan Capital Management first reported a position in SPGI in Q3 2020 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

  • Horan Capital Management held 74,905 shares of S&P Global worth $24.6M as of Q4 2020.
  • Horan Capital Management bought 49,373 S&P Global shares in Q4 2020, an estimated $16.7M.
  • S&P Global made up 3.1% of Horan Capital Management's portfolio in Q4 2020, its #13 holding.
  • Horan Capital Management first reported a position in S&P Global in Q3 2020 and has held it in 2 quarters since.
  • 1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Horan Capital Management's 13F filing for Q4 2020, filed 26 Jan 2021.