Ipswich Investment Management’s S&P Global SPGI Stock Holding History

Ipswich Investment 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
2024 Q4	–	Sell	-501	Closed	-$259K	–	198
2024 Q3	$259K	Hold	501	–	–	0.06%	169
2024 Q2	$223K	Hold	501	–	–	0.05%	177
2024 Q1	$213K	Hold	501	–	–	0.05%	184
2023 Q4	$221K	Buy	+501	New	+$198K	0.06%	177
2023 Q3	–	Sell	-502	Closed	-$201K	–	188
2023 Q2	$201K	Buy	+502	New	+$183K	0.05%	186
2022 Q2	–	Sell	-496	Closed	-$203K	–	188
2022 Q1	$203K	Buy	496 +1	+0.2%	+$407	0.05%	186
2021 Q4	$234K	Hold	495	–	–	0.05%	186
2021 Q3	$210K	Hold	495	–	–	0.05%	184
2021 Q2	$203K	Buy	+495	New	+$190K	0.05%	190
2021 Q1	–	Sell	-710	Closed	-$233K	–	184
2020 Q4	$233K	Hold	710	–	–	0.07%	165
2020 Q3	$256K	Buy	710 +60	+9%	+$21.2K	0.08%	150
2020 Q2	$214K	Buy	+650	New	+$195K	0.07%	154
2019 Q1	–	Sell	-625	Closed	-$106K	–	347
2018 Q4	$106K	Buy	+625	New	+$112K	0.04%	209

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ipswich Investment Management's SPGI Position: Q4 2024 in Review

Ipswich Investment Management sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 501 shares — an estimated $259K sold.

Ipswich Investment Management first reported a position in SPGI in Q4 2018 and held it in 13 quarters. The position peaked at $259K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Ipswich Investment Management reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
Ipswich Investment Management sold 501 S&P Global shares in Q4 2024, an estimated $259K.
Ipswich Investment Management first reported a position in S&P Global in Q4 2018 and held it in 13 quarters.
Ipswich Investment Management's S&P Global position peaked at $259K in Q3 2024.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Ipswich Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.