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Insight Capital Research & Management’s S&P Global SPGI Stock Holding History

Insight Capital Research & 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
2017
Q3 		$1.95M Buy
+12,449
New +$1.89M 1.1% 40
2016
Q4 		– Sell
-12,227
Closed -$1.55M – 134
2016
Q3 		$1.55M Buy
+12,227
New +$1.47M 0.69% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Insight Capital Research & Management's SPGI Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in S&P Global (SPGI) in Q3 2017: 12,449 shares worth $1.95M. The stake represents 1.1% of the portfolio and ranks #40 among its holdings. This is a return to the name: Insight Capital Research & Management previously reported a position in SPGI as recently as Q3 2016.

Insight Capital Research & Management first reported a position in SPGI in Q3 2016 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold SPGI as of Q3 2017.

  • Insight Capital Research & Management held 12,449 shares of S&P Global worth $1.95M as of Q3 2017.
  • S&P Global was a new Insight Capital Research & Management position in Q3 2017.
  • S&P Global made up 1.1% of Insight Capital Research & Management's portfolio in Q3 2017, its #40 holding.
  • Insight Capital Research & Management first reported a position in S&P Global in Q3 2016 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held S&P Global as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.