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

Iridian 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
2021
Q2 		– Sell
-1,030
Closed -$363K – 133
2021
Q1 		$363K Sell
1,030
-303,058
-100% -$101M 0.01% 102
2020
Q4 		$100M Sell
304,088
-14,976
-5% -$5.05M 1.82% 27
2020
Q3 		$115M Sell
319,064
-59,572
-16% -$21M 2.52% 17
2020
Q2 		$125M Sell
378,636
-129,512
-25% -$38.9M 2.75% 17
2020
Q1 		$125M Buy
508,148
+26,323
+5% +$7.22M 3.01% 16
2019
Q4 		$132M Sell
481,825
-89,388
-16% -$23.2M 2.16% 20
2019
Q3 		$140M Sell
571,213
-191,435
-25% -$47.8M 2.19% 22
2019
Q2 		$174M Sell
762,648
-224,268
-23% -$49M 2.51% 14
2019
Q1 		$208M Sell
986,916
-136,385
-12% -$26.4M 2.65% 10
2018
Q4 		$191M Buy
1,123,301
+156,354
+16% +$28M 2.56% 12
2018
Q3 		$189M Sell
966,947
-647,393
-40% -$134M 1.89% 25
2018
Q2 		$329M Sell
1,614,340
-341,732
-17% -$67.5M 3.04% 4
2018
Q1 		$374M Sell
1,956,072
-232,172
-11% -$42.9M 3.35% 4
2017
Q4 		$371M Sell
2,188,244
-18,530
-0.8% -$3.03M 3.12% 5
2017
Q3 		$345M Sell
2,206,774
-143,301
-6% -$21.8M 2.94% 8
2017
Q2 		$343M Sell
2,350,075
-533,625
-19% -$74.1M 3.03% 7
2017
Q1 		$377M Sell
2,883,700
-42,415
-1% -$5.27M 3.39% 4
2016
Q4 		$315M Sell
2,926,115
-222,080
-7% -$26.5M 2.91% 7
2016
Q3 		$398M Sell
3,148,195
-123,426
-4% -$14.8M 3.48% 7
2016
Q2 		$351M Buy
+3,271,621
New +$351M 3.25% 9

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Iridian Asset Management's SPGI Position: Q2 2021 in Review

Iridian Asset Management sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 1,030 shares — an estimated $363K sold.

Iridian Asset Management first reported a position in SPGI in Q2 2016 and held it in 20 quarters. The position peaked at $398M in Q3 2016. 1,356 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • Iridian Asset Management reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
  • Iridian Asset Management sold 1,030 S&P Global shares in Q2 2021, an estimated $363K.
  • Iridian Asset Management first reported a position in S&P Global in Q2 2016 and held it in 20 quarters.
  • Iridian Asset Management's S&P Global position peaked at $398M in Q3 2016.
  • 1,356 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on Iridian Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.