Li Lu’s S&P Global SPGI Stock Holding History

Li Lu’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 Q2	–	Sell	-121,463	Closed	-$51.7M	–	14
2026 Q1	$51.7M	Buy	+121,463	New	+$56.4M	1.61%	10

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Li Lu's SPGI Position: Q2 2026 in Review

Li Lu sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 121,463 shares — an estimated $51.7M sold.

Li Lu first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $51.7M in Q1 2026. 1,906 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Li Lu reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Li Lu sold 121,463 S&P Global shares in Q2 2026, an estimated $51.7M.
Li Lu first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Li Lu's S&P Global position peaked at $51.7M in Q1 2026.
1,906 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Himalaya Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.