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

JCIC 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	$1.02K	Buy	+2	New	+$1.02K	﹤0.01%	141

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

JCIC Asset Management opened a new position in S&P Global (SPGI) in Q1 2025: 2 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #141 among its holdings.

2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

JCIC Asset Management held 2 shares of S&P Global worth $1.02K as of Q1 2025.
S&P Global was a new JCIC Asset Management position in Q1 2025.
S&P Global made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #141 holding.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.