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

LMR 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
2024
Q2 		– Sell
-10,800
Closed -$4.59M – 1301
2024
Q1 		$4.59M Hold
10,800
– – 0.05% 354
2023
Q4 		$4.76M Hold
10,800
– – 0.05% 316
2023
Q3 		$3.95M Buy
+10,800
New +$4.25M 0.04% 287

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMR Partners's SPGI Position: Q4 2023 in Review

LMR Partners sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 14,495 shares — an estimated $5.72M sold.

LMR Partners first reported a position in SPGI in Q2 2017 and held it in 14 quarters. The position peaked at $39.9M in Q2 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • LMR Partners reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • LMR Partners sold 14,495 S&P Global shares in Q4 2023, an estimated $5.72M.
  • LMR Partners first reported a position in S&P Global in Q2 2017 and held it in 14 quarters.
  • LMR Partners's S&P Global position peaked at $39.9M in Q2 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on LMR Partners's 13F filing for Q4 2023, filed 14 Feb 2024.