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Impact Asset Management’s S&P Global SPGI Stock Holding History

Impact Asset 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
2025
Q1 		$6.25M Sell
12,310
-140
-1% -$71.5K 2.45% 13
2024
Q4 		$6.2M Sell
12,450
-440
-3% -$223K 2.45% 12
2024
Q3 		$6.66M Buy
+12,890
New +$6.38M 2.56% 15

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
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM

Impact Asset Management's SPGI Position: Q1 2025 in Review

Impact Asset Management reduced its S&P Global (SPGI) stake by 1.1% in Q1 2025, selling an estimated $71.5K and leaving 12,310 shares worth $6.25M. The position accounts for 2.45% of the portfolio, ranked #13.

Impact Asset Management first reported a position in SPGI in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.66M in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Impact Asset Management held 12,310 shares of S&P Global worth $6.25M as of Q1 2025.
  • Impact Asset Management sold 140 S&P Global shares in Q1 2025, an estimated $71.5K.
  • S&P Global made up 2.45% of Impact Asset Management's portfolio in Q1 2025, its #13 holding.
  • Impact Asset Management first reported a position in S&P Global in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's S&P Global position peaked at $6.66M in Q3 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.