Legato Capital Management’s S&P Global SPGI Stock Holding History

Legato 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
2026 Q1	–	Sell	-813	Closed	-$425K	–	871
2025 Q4	$425K	Hold	813	–	–	0.04%	614
2025 Q3	$396K	Hold	813	–	–	0.04%	473
2025 Q2	$429K	Buy	813 +5	+0.6%	+$2.5K	0.05%	459
2025 Q1	$411K	Hold	808	–	–	0.06%	450
2024 Q4	$402K	Sell	808 -907	-53%	-$460K	0.05%	471
2024 Q3	$886K	Hold	1,715	–	–	0.11%	331
2024 Q2	$765K	Sell	1,715 -575	-25%	-$247K	0.1%	328
2024 Q1	$974K	Hold	2,290	–	–	0.12%	276
2023 Q4	$1.01M	Hold	2,290	–	–	0.13%	255
2023 Q3	$837K	Buy	2,290 +27	+1%	+$10.6K	0.12%	286
2023 Q2	$907K	Sell	2,263 -1,933	-46%	-$706K	0.12%	280
2023 Q1	$1.45M	Buy	4,196 +272	+7%	+$95.7K	0.26%	119
2022 Q4	$1.31M	Buy	+3,924	New	+$1.29M	0.25%	128
2020 Q3	–	Sell	-6,146	Closed	-$2.02M	–	228
2020 Q2	$2.02M	Buy	+6,146	New	+$1.85M	0.41%	57

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legato Capital Management's SPGI Position: Q1 2026 in Review

Legato Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 813 shares — an estimated $425K sold.

Legato Capital Management first reported a position in SPGI in Q2 2020 and held it in 14 quarters. The position peaked at $2.02M in Q2 2020. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Legato Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Legato Capital Management sold 813 S&P Global shares in Q1 2026, an estimated $425K.
Legato Capital Management first reported a position in S&P Global in Q2 2020 and held it in 14 quarters.
Legato Capital Management's S&P Global position peaked at $2.02M in Q2 2020.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.