KA
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Kerrisdale Advisers’s S&P Global SPGI Stock Holding History

Kerrisdale Advisers’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 		– Sell
-2,475
Closed -$1.23M – 95
2024
Q4 		$1.23M Buy
2,475
+315
+15% +$160K 0.42% 52
2024
Q3 		$1.12M Sell
2,160
-9,343
-81% -$4.62M 0.38% 56
2024
Q2 		$5.13M Sell
11,503
-638
-5% -$274K 1.61% 22
2024
Q1 		$5.17M Hold
12,141
– – 1.62% 21
2023
Q4 		$5.35M Sell
12,141
-5,070
-29% -$2M 1.59% 27
2023
Q3 		$6.29M Sell
17,211
-735
-4% -$289K 1.99% 13
2023
Q2 		$7.19M Hold
17,946
– – 1.94% 16
2023
Q1 		$6.19M Sell
17,946
-2,444
-12% -$860K 1.83% 20
2022
Q4 		$6.83M Sell
20,390
-1,440
-7% -$475K 2.03% 14
2022
Q3 		$6.67M Buy
+21,830
New +$7.81M 1.62% 19
2022
Q2 		– Sell
-79,424
Closed -$32.6M – 76
2022
Q1 		$32.6M Buy
79,424
+797
+1% +$325K 9.96% 2
2021
Q4 		$37.1M Sell
78,627
-17,113
-18% -$7.83M 7.66% 3
2021
Q3 		$40.7M Buy
+95,740
New +$41.5M 4.41% 4
2021
Q1 		– Sell
-49,300
Closed -$16.2M – 73
2020
Q4 		$16.2M Sell
49,300
-5,700
-10% -$1.92M 1.26% 28
2020
Q3 		$19.8M Buy
+55,000
New +$19.4M 1.49% 29
2019
Q1 		– Sell
-45,000
Closed -$7.65M – 41
2018
Q4 		$7.65M Buy
+45,000
New +$8.06M 4.74% 10
2017
Q1 		– Sell
-43,000
Closed -$4.62M – 15
2016
Q4 		$4.62M Buy
+43,000
New +$5.14M 4.56% 8
2016
Q3 		– Sell
-206,478
Closed -$22.1M – 35
2016
Q2 		$22.1M Buy
+206,478
New +$22.2M 5.99% 5

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kerrisdale Advisers's SPGI Position: Q1 2025 in Review

Kerrisdale Advisers sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 2,475 shares — an estimated $1.23M sold.

Kerrisdale Advisers first reported a position in SPGI in Q2 2016 and held it in 18 quarters. The position peaked at $40.7M in Q3 2021. 2,082 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Kerrisdale Advisers reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Kerrisdale Advisers sold 2,475 S&P Global shares in Q1 2025, an estimated $1.23M.
  • Kerrisdale Advisers first reported a position in S&P Global in Q2 2016 and held it in 18 quarters.
  • Kerrisdale Advisers's S&P Global position peaked at $40.7M in Q3 2021.
  • 2,082 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Kerrisdale Advisers's 13F filing for Q1 2025, filed 15 May 2025.