Human Investing’s S&P Global SPGI Stock Holding History

Human Investing’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	-60	Closed	-$30K	–	244
2024 Q4	$30K	Buy	+60	New	+$30.4K	0.01%	164
2021 Q2	–	Sell	-292	Closed	-$103K	–	261
2021 Q1	$103K	Sell	292 -166	-36%	-$55.2K	0.03%	131
2020 Q4	$151K	Sell	458 -12	-3%	-$4.05K	0.04%	118
2020 Q3	$170K	Sell	470 -125	-21%	-$44.1K	0.06%	102
2020 Q2	$196K	Buy	595 +108	+22%	+$32.5K	0.07%	100
2020 Q1	$119K	Sell	487 -72	-13%	-$19.7K	0.05%	106
2019 Q4	$153K	Buy	559 +72	+15%	+$18.7K	0.05%	125
2019 Q3	$119K	Sell	487 -153	-24%	-$38.2K	0.04%	133
2019 Q2	$146K	Hold	640	–	–	0.05%	128
2019 Q1	$135K	Buy	640 +27	+4%	+$5.23K	0.05%	124
2018 Q4	$104K	Buy	+613	New	+$110K	0.04%	149

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