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IBM Retirement Fund’s S&P Global SPGI Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-5,539
Closed -$2.27M – 397
2022
Q1 		$2.27M Buy
5,539
+1,528
+38% +$622K 0.32% 56
2021
Q4 		$1.89M Sell
4,011
-2,784
-41% -$1.27M 0.24% 77
2021
Q3 		$2.89M Buy
6,795
+13
+0.2% +$5.63K 0.23% 80
2021
Q2 		$2.78M Sell
6,782
-1,398
-17% -$537K 0.22% 82
2021
Q1 		$2.89M Sell
8,180
-760
-9% -$253K 0.2% 90
2020
Q4 		$2.94M Buy
8,940
+431
+5% +$145K 0.2% 89
2020
Q3 		$3.07M Buy
8,509
+2,201
+35% +$777K 0.26% 68
2020
Q2 		$2.08M Sell
6,308
-184
-3% -$55.3K 0.27% 71
2020
Q1 		$1.59M Buy
6,492
+2,197
+51% +$603K 0.29% 79
2019
Q4 		$1.17M Sell
4,295
-157
-4% -$40.8K 0.21% 92
2019
Q3 		$1.09M Sell
4,452
-44
-1% -$11K 0.21% 90
2019
Q2 		$1.02M Buy
4,496
+12
+0.3% +$2.62K 0.19% 92
2019
Q1 		$944K Hold
4,484
– – 0.19% 98
2018
Q4 		$762K Sell
4,484
-303
-6% -$54.3K 0.17% 108
2018
Q3 		$935K Sell
4,787
-711
-13% -$147K 0.21% 109
2018
Q2 		$1.12M Sell
5,498
-777
-12% -$153K 0.23% 101
2018
Q1 		$1.2M Sell
6,275
-158
-2% -$29.2K 0.22% 108
2017
Q4 		$1.2M Buy
6,433
+7
+0.1% +$1.14K 0.2% 128
2017
Q3 		$1.11M Buy
6,426
+118
+2% +$17.9K 0.2% 128
2017
Q2 		$1.03M Buy
6,308
+3,366
+114% +$467K 0.19% 136
2017
Q1 		$513K Sell
2,942
-21,838
-88% -$2.71M 0.15% 144
2016
Q4 		$2.8M Sell
24,780
-110
-0.4% -$13.1K 0.12% 171
2016
Q3 		$3.15M Sell
24,890
-9,804
-28% -$1.18M 0.16% 136
2016
Q2 		$3.83M Buy
+34,694
New +$3.72M 0.14% 154

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IBM Retirement Fund's SPGI Position: Q2 2022 in Review

IBM Retirement Fund sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 5,539 shares — an estimated $2.27M sold.

IBM Retirement Fund first reported a position in SPGI in Q2 2016 and held it in 24 quarters. The position peaked at $3.83M in Q2 2016. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • IBM Retirement Fund reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 5,539 S&P Global shares in Q2 2022, an estimated $2.27M.
  • IBM Retirement Fund first reported a position in S&P Global in Q2 2016 and held it in 24 quarters.
  • IBM Retirement Fund's S&P Global position peaked at $3.83M in Q2 2016.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.