JGP Global Gestao de Recursos’s S&P Global SPGI Stock Holding History

JGP Global Gestao de Recursos’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 Q3	–	Sell	-5,000	Closed	-$2.23M	–	45
2024 Q2	$2.23M	Buy	5,000 +2,000	+67%	+$858K	2.83%	5
2024 Q1	$1.28M	Buy	3,000 +1,900	+173%	+$824K	0.82%	15
2023 Q4	$485K	Buy	+1,100	New	+$434K	0.29%	24
2023 Q2	–	Sell	-834	Closed	-$685K	–	83
2023 Q1	$685K	Sell	834 -2,766	-77%	-$973K	0.71%	20
2022 Q4	$1.21M	Buy	+3,600	New	+$1.19M	0.86%	14
2022 Q3	–	Sell	-9,800	Closed	-$3.3M	–	64
2022 Q2	$3.3M	Buy	+9,800	New	+$3.49M	2.51%	7

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

JGP Global Gestao de Recursos's SPGI Position: Q3 2024 in Review

JGP Global Gestao de Recursos sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 5,000 shares — an estimated $2.23M sold.

JGP Global Gestao de Recursos first reported a position in SPGI in Q2 2022 and held it in 6 quarters. The position peaked at $3.3M in Q2 2022. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

JGP Global Gestao de Recursos reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
JGP Global Gestao de Recursos sold 5,000 S&P Global shares in Q3 2024, an estimated $2.23M.
JGP Global Gestao de Recursos first reported a position in S&P Global in Q2 2022 and held it in 6 quarters.
JGP Global Gestao de Recursos's S&P Global position peaked at $3.3M in Q2 2022.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on JGP Global Gestao de Recursos's 13F filing for Q3 2024, filed 1 Nov 2024.