LGL Partners’s S&P Global SPGI Stock Holding History

LGL Partners’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	-411	Closed	-$205K	–	111
2024 Q4	$205K	Buy	411 +6	+1%	+$3.04K	0.03%	119
2024 Q3	$209K	Buy	+405	New	+$200K	0.03%	114
2022 Q4	–	Sell	-684	Closed	-$209K	–	148
2022 Q3	$209K	Buy	+684	New	+$245K	0.04%	134

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

LGL Partners's SPGI Position: Q1 2025 in Review

LGL Partners sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 411 shares — an estimated $205K sold.

LGL Partners first reported a position in SPGI in Q3 2022 and held it in 3 quarters. The position peaked at $209K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

LGL Partners reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 411 S&P Global shares in Q1 2025, an estimated $205K.
LGL Partners first reported a position in S&P Global in Q3 2022 and held it in 3 quarters.
LGL Partners's S&P Global position peaked at $209K in Q3 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.