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

Jensen 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
2016
Q4 		– Sell
-3,860
Closed -$489K – 110
2016
Q3 		$489K Sell
3,860
-10
-0.3% -$1.2K 0.01% 48
2016
Q2 		$415K Buy
+3,870
New +$415K 0.01% 74

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 $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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $15.5B AUM 9.67% 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 $14.3B AUM 3.49% 1-Year Est. Return

Jensen Investment Management's SPGI Position: Q4 2016 in Review

Jensen Investment Management sold out of S&P Global (SPGI) in Q4 2016, closing a stake of 3,860 shares — an estimated $489K sold.

Jensen Investment Management first reported a position in SPGI in Q2 2016 and held it in 2 quarters. The position peaked at $489K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • Jensen Investment Management reported no remaining S&P Global position as of Q4 2016 after selling out during the quarter.
  • Jensen Investment Management sold 3,860 S&P Global shares in Q4 2016, an estimated $489K.
  • Jensen Investment Management first reported a position in S&P Global in Q2 2016 and held it in 2 quarters.
  • Jensen Investment Management's S&P Global position peaked at $489K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on Jensen Investment Management's 13F filing for Q4 2016, filed 30 Jan 2017.