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Jackson Park Capital’s S&P Global SPGI Stock Holding History

Jackson Park Capital’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
2016
Q4 		$1.13M Sell
10,500
-3,500
-25% -$418K 2.1% 25
2016
Q3 		$1.77M Hold
14,000
– – 2.3% 23
2016
Q2 		$1.5M Buy
+14,000
New +$1.5M 2.06% 24

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Jackson Park Capital's SPGI Position: Q4 2016 in Review

Jackson Park Capital reduced its S&P Global (SPGI) stake by 25% in Q4 2016, selling an estimated $418K and leaving 10,500 shares worth $1.13M. The position accounts for 2.1% of the portfolio, ranked #25.

Jackson Park Capital first reported a position in SPGI in Q2 2016 and has held it in 3 quarters since. The position peaked at $1.77M in Q3 2016. 671 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • Jackson Park Capital held 10,500 shares of S&P Global worth $1.13M as of Q4 2016.
  • Jackson Park Capital sold 3,500 S&P Global shares in Q4 2016, an estimated $418K.
  • S&P Global made up 2.1% of Jackson Park Capital's portfolio in Q4 2016, its #25 holding.
  • Jackson Park Capital first reported a position in S&P Global in Q2 2016 and has held it in 3 quarters since.
  • Jackson Park Capital's S&P Global position peaked at $1.77M in Q3 2016.
  • 671 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on Jackson Park Capital's 13F filing for Q4 2016, filed 1 Feb 2017.