LH
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Lebenthal Holdings’s S&P Global SPGI Stock Holding History

Lebenthal Holdings’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
2016
Q2 		$344K Buy
+3,211
New +$345K 0.04% 291

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Lebenthal Holdings's SPGI Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in S&P Global (SPGI) in Q2 2016: 3,211 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

569 funds tracked by Wall St. Rank hold SPGI as of Q2 2016.

  • Lebenthal Holdings held 3,211 shares of S&P Global worth $344K as of Q2 2016.
  • S&P Global was a new Lebenthal Holdings position in Q2 2016.
  • S&P Global made up 0.04% of Lebenthal Holdings's portfolio in Q2 2016, its #291 holding.
  • 569 funds tracked by Wall St. Rank held S&P Global as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.