Horizon Bancorp’s S&P Global SPGI Stock Holding History

Horizon Bancorp’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	-87	Closed	-$43K	–	193
2024 Q4	$43K	Hold	87	–	–	0.02%	123
2024 Q3	$45K	Sell	87 -4	-4%	-$1.98K	0.02%	134
2024 Q2	$41K	Sell	91 -25	-22%	-$10.7K	0.02%	140
2024 Q1	$49K	Sell	116 -6	-5%	-$2.6K	0.02%	142
2023 Q4	$54K	Hold	122	–	–	0.03%	133
2023 Q3	$45K	Sell	122 -301	-71%	-$118K	0.03%	131
2023 Q2	$170K	Buy	423 +1	+0.2%	+$365	0.11%	42
2023 Q1	$145K	Sell	422 -13	-3%	-$4.58K	0.09%	44
2022 Q4	$146K	Buy	+435	New	+$143K	0.08%	78
2020 Q3	$199K	Sell	552 -32	-5%	-$11.3K	0.28%	101
2020 Q2	$192K	Sell	584 -154	-21%	-$46.3K	0.21%	98
2020 Q1	$181K	Sell	738 -205	-22%	-$56.2K	0.28%	94
2019 Q4	$257K	Buy	+943	New	+$245K	0.24%	115

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America

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

Norges Bank Oslo, Norway $935B AUM