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Lee Financial’s S&P Global SPGI Stock Holding History

Lee Financial’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
-2,024
Closed -$1.01M – 178
2024
Q4 		$1.01M Sell
2,024
-31
-2% -$15.7K 0.14% 82
2024
Q3 		$1.06M Sell
2,055
-633
-24% -$313K 0.15% 81
2024
Q2 		$1.2M Sell
2,688
-149
-5% -$63.9K 0.2% 58
2024
Q1 		$1.21M Sell
2,837
-18
-0.6% -$7.8K 0.2% 61
2023
Q4 		$1.26M Sell
2,855
-2
-0.1% -$789 0.22% 53
2023
Q3 		$1.04M Sell
2,857
-199
-7% -$78.2K 0.19% 51
2023
Q2 		$1.23M Hold
3,056
– – 0.21% 52
2023
Q1 		$1.05M Buy
3,056
+645
+27% +$227K 0.18% 59
2022
Q4 		$808K Buy
2,411
+2,382
+8,214% +$785K 0.14% 74
2022
Q3 		$9K Hold
29
– – ﹤0.01% 461
2022
Q2 		$10K Buy
+29
New +$10.3K ﹤0.01% 454

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee Financial's SPGI Position: Q1 2025 in Review

Lee Financial sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 2,024 shares — an estimated $1.01M sold.

Lee Financial first reported a position in SPGI in Q2 2022 and held it in 11 quarters. The position peaked at $1.26M in Q4 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Lee Financial reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Lee Financial sold 2,024 S&P Global shares in Q1 2025, an estimated $1.01M.
  • Lee Financial first reported a position in S&P Global in Q2 2022 and held it in 11 quarters.
  • Lee Financial's S&P Global position peaked at $1.26M in Q4 2023.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Lee Financial's 13F filing for Q1 2025, filed 13 May 2025.