Laurie J. Hall Trustee’s S&P Global SPGI Stock Holding History

Laurie J. Hall Trustee’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	-145	Closed	-$72K	–	219
2024 Q4	$72K	Hold	145	–	–	0.02%	171
2024 Q3	$75K	Hold	145	–	–	0.02%	177
2024 Q2	$65K	Hold	145	–	–	0.02%	167
2024 Q1	$62K	Hold	145	–	–	0.02%	164
2023 Q4	$64K	Hold	145	–	–	0.02%	164
2023 Q3	$53K	Hold	145	–	–	0.02%	165
2023 Q2	$58K	Hold	145	–	–	0.02%	166
2023 Q1	$50K	Hold	145	–	–	0.02%	172
2022 Q4	$49K	Hold	145	–	–	0.02%	168
2022 Q3	$44K	Hold	145	–	–	0.02%	169
2022 Q2	$49K	Hold	145	–	–	0.02%	173
2022 Q1	$59K	Hold	145	–	–	0.02%	175
2021 Q4	$68K	Hold	145	–	–	0.02%	175
2021 Q3	$62K	Buy	+145	New	+$62.8K	0.02%	178

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

Laurie J. Hall Trustee's SPGI Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 145 shares — an estimated $72K sold.

Laurie J. Hall Trustee first reported a position in SPGI in Q3 2021 and held it in 14 quarters. The position peaked at $75K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Laurie J. Hall Trustee reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 145 S&P Global shares in Q1 2025, an estimated $72K.
Laurie J. Hall Trustee first reported a position in S&P Global in Q3 2021 and held it in 14 quarters.
Laurie J. Hall Trustee's S&P Global position peaked at $75K in Q3 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.