Liberty Mutual Group Asset Management’s S&P Global SPGI Stock Holding History

Liberty Mutual Group Asset 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
2018 Q4	–	Sell	-10,045	Closed	-$1.96M	–	675
2018 Q3	$1.96M	Hold	10,045	–	–	0.04%	155
2018 Q2	$2.05M	Sell	10,045 -198	-2%	-$39.1K	0.05%	145
2018 Q1	$1.96M	Hold	10,243	–	–	0.06%	151
2017 Q4	$1.74M	Sell	10,243 -1,248	-11%	-$204K	0.05%	217
2017 Q3	$1.8M	Sell	11,491 -5,213	-31%	-$792K	0.1%	205
2017 Q2	$2.44M	Buy	16,704 +2,408	+17%	+$334K	0.1%	220
2017 Q1	$1.87M	Sell	14,296 -5,645	-28%	-$702K	0.07%	357
2016 Q4	$2.14M	Buy	19,941 +1,755	+10%	+$210K	0.08%	326
2016 Q3	$2.3M	Sell	18,186 -4	-0%	-$480	0.08%	267
2016 Q2	$1.95M	Buy	+18,190	New	+$1.95M	0.07%	315

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Mutual Group Asset Management's SPGI Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of S&P Global (SPGI) in Q4 2018, closing a stake of 10,045 shares — an estimated $1.96M sold.

Liberty Mutual Group Asset Management first reported a position in SPGI in Q2 2016 and held it in 10 quarters. The position peaked at $2.44M in Q2 2017. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

Liberty Mutual Group Asset Management reported no remaining S&P Global position as of Q4 2018 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 10,045 S&P Global shares in Q4 2018, an estimated $1.96M.
Liberty Mutual Group Asset Management first reported a position in S&P Global in Q2 2016 and held it in 10 quarters.
Liberty Mutual Group Asset Management's S&P Global position peaked at $2.44M in Q2 2017.
893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.