KWILP
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Kiwi Wealth Investments Limited Partnership’s S&P Global SPGI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-3,209
Closed -$1.29M – 172
2023
Q2 		$1.29M Buy
+3,209
New +$1.17M 0.08% 151
2022
Q4 		– Sell
-18,994
Closed -$6.4M – 258
2022
Q3 		$6.4M Hold
18,994
– – 0.44% 59
2022
Q2 		$6.4M Sell
18,994
-19,685
-51% -$7.02M 0.44% 59
2022
Q1 		$15.9M Buy
38,679
+5,342
+16% +$2.18M 0.86% 26
2021
Q4 		$15.7M Sell
33,337
-7,110
-18% -$3.25M 0.74% 32
2021
Q3 		$17.2M Sell
40,447
-7,948
-16% -$3.44M 0.88% 21
2021
Q2 		$19.9M Buy
48,395
+2,578
+6% +$991K 1.03% 19
2021
Q1 		$16.2M Buy
45,817
+28,873
+170% +$9.61M 0.93% 25
2020
Q4 		$5.57M Sell
16,944
-25,566
-60% -$8.62M 0.33% 84
2020
Q3 		$15.3M Buy
42,510
+598
+1% +$211K 1.07% 20
2020
Q2 		$13.8M Buy
41,912
+3,225
+8% +$970K 1.12% 23
2020
Q1 		$9.48M Sell
38,687
-16,290
-30% -$4.47M 0.95% 31
2019
Q4 		$15M Buy
54,977
+35,502
+182% +$9.22M 1.1% 19
2019
Q3 		$4.77M Buy
+19,475
New +$4.87M 0.38% 71
2016
Q3 		– Sell
-110,473
Closed -$11.8M – 140
2016
Q2 		$11.8M Buy
+110,473
New +$11.9M 1.16% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SPGI Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 3,209 shares — an estimated $1.29M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SPGI in Q2 2016 and held it in 15 quarters. The position peaked at $19.9M in Q2 2021. 1,624 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 3,209 S&P Global shares in Q3 2023, an estimated $1.29M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in S&P Global in Q2 2016 and held it in 15 quarters.
  • Kiwi Wealth Investments Limited Partnership's S&P Global position peaked at $19.9M in Q2 2021.
  • 1,624 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.