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Hyperion Partners’s S&P Global SPGI Stock Holding History

Hyperion Partners’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
2024
Q3 		$248K Sell
480
-4
-0.8% -$1.98K 0.16% 60
2024
Q2 		$216K Buy
+484
New +$208K 0.15% 65
2024
Q1 		– Sell
-469
Closed -$207K – 72
2023
Q4 		$207K Buy
+469
New +$185K 0.16% 61

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hyperion Partners's SPGI Position: Q3 2024 in Review

Hyperion Partners reduced its S&P Global (SPGI) stake by 0.83% in Q3 2024, selling an estimated $1.98K and leaving 480 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #60.

Hyperion Partners first reported a position in SPGI in Q4 2023 and has held it in 3 quarters since. 1,933 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Hyperion Partners held 480 shares of S&P Global worth $248K as of Q3 2024.
  • Hyperion Partners sold 4 S&P Global shares in Q3 2024, an estimated $1.98K.
  • S&P Global made up 0.16% of Hyperion Partners's portfolio in Q3 2024, its #60 holding.
  • Hyperion Partners first reported a position in S&P Global in Q4 2023 and has held it in 3 quarters since.
  • 1,933 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.