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

Jupiter 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
2020
Q1 		– Sell
-1,160
Closed -$316K – 478
2019
Q4 		$316K Sell
1,160
-97,588
-99% -$25.4M ﹤0.01% 392
2019
Q3 		$24.2M Buy
+98,748
New +$24.7M 0.31% 96
2018
Q4 		– Sell
-4,900
Closed -$957K – 433
2018
Q3 		$957K Sell
4,900
-38,420
-89% -$7.93M 0.01% 278
2018
Q2 		$8.83M Buy
43,320
+2,300
+6% +$454K 0.06% 169
2018
Q1 		$7.84M Buy
41,020
+9,996
+32% +$1.85M 0.06% 165
2017
Q4 		$5.25M Buy
31,024
+7,483
+32% +$1.22M 0.05% 182
2017
Q3 		$3.68M Buy
+23,541
New +$3.58M 0.04% 181
2017
Q2 		– Sell
-3,600
Closed -$470K – 474
2017
Q1 		$470K Buy
+3,600
New +$448K 0.01% 293

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jupiter Investment Management's SPGI Position: Q1 2020 in Review

Jupiter Investment Management sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 1,160 shares — an estimated $316K sold.

Jupiter Investment Management first reported a position in SPGI in Q1 2017 and held it in 8 quarters. The position peaked at $24.2M in Q3 2019. 1,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

  • Jupiter Investment Management reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 1,160 S&P Global shares in Q1 2020, an estimated $316K.
  • Jupiter Investment Management first reported a position in S&P Global in Q1 2017 and held it in 8 quarters.
  • Jupiter Investment Management's S&P Global position peaked at $24.2M in Q3 2019.
  • 1,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.