KPCM
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Kings Point Capital Management’s S&P Global SPGI Stock Holding History

Kings Point Capital 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
2022
Q1 		$17.8M Buy
43,432
+3,156
+8% +$1.29M 1.55% 16
2021
Q4 		$19M Sell
40,276
-193
-0.5% -$88.3K 1.55% 17
2021
Q3 		$17.2M Buy
40,469
+1,027
+3% +$445K 1.53% 19
2021
Q2 		$16.2M Buy
39,442
+20
+0.1% +$7.69K 1.47% 17
2021
Q1 		$13.9M Buy
39,422
+1,697
+4% +$565K 1.37% 21
2020
Q4 		$12.4M Buy
37,725
+2,562
+7% +$864K 1.32% 23
2020
Q3 		$12.7M Buy
35,163
+1,955
+6% +$690K 1.58% 15
2020
Q2 		$10.9M Buy
33,208
+998
+3% +$300K 1.59% 16
2020
Q1 		$7.89M Buy
32,210
+5,632
+21% +$1.54M 1.39% 24
2019
Q4 		$7.26M Buy
26,578
+543
+2% +$141K 1.07% 39
2019
Q3 		$6.38M Sell
26,035
-1
-0% -$250 1.08% 37
2019
Q2 		$5.93M Buy
26,036
+1,087
+4% +$237K 1.08% 38
2019
Q1 		$5.25M Sell
24,949
-680
-3% -$132K 1.04% 40
2018
Q4 		$4.36M Sell
25,629
-1,558
-6% -$279K 0.97% 42
2018
Q3 		$5.31M Buy
27,187
+8,508
+46% +$1.76M 0.99% 40
2018
Q2 		$3.81M Buy
18,679
+1,145
+7% +$226K 0.75% 53
2018
Q1 		$3.35M Buy
+17,534
New +$3.24M 0.68% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kings Point Capital Management's SPGI Position: Q1 2022 in Review

Kings Point Capital Management increased its S&P Global (SPGI) stake by 7.8% in Q1 2022, buying an estimated $1.29M and bringing the position to 43,432 shares worth $17.8M. The position accounts for 1.55% of the portfolio, ranked #16.

Kings Point Capital Management first reported a position in SPGI in Q1 2018 and has held it in 17 quarters since. The position peaked at $19M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Kings Point Capital Management held 43,432 shares of S&P Global worth $17.8M as of Q1 2022.
  • Kings Point Capital Management bought 3,156 S&P Global shares in Q1 2022, an estimated $1.29M.
  • S&P Global made up 1.55% of Kings Point Capital Management's portfolio in Q1 2022, its #16 holding.
  • Kings Point Capital Management first reported a position in S&P Global in Q1 2018 and has held it in 17 quarters since.
  • Kings Point Capital Management's S&P Global position peaked at $19M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.