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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-16,066
Closed -$7.46M 493
2025
Q4
$8.4M Sell
16,066
-774
-5% -$383K 0.35% 78
2025
Q3
$8.2M Sell
16,840
-173
-1% -$92.6K 0.35% 80
2025
Q2
$8.97M Sell
17,013
-4,475
-21% -$2.23M 0.42% 69
2025
Q1
$10.9M Sell
21,488
-1,174
-5% -$600K 0.5% 60
2024
Q4
$11.3M Sell
22,662
-540
-2% -$274K 0.47% 62
2024
Q3
$12M Sell
23,202
-3,581
-13% -$1.77M 0.49% 59
2024
Q2
$11.9M Sell
26,783
-616
-2% -$264K 0.52% 57
2024
Q1
$11.7M Sell
27,399
-37
-0.1% -$16K 0.5% 61
2023
Q4
$12.1M Sell
27,436
-952
-3% -$376K 0.56% 53
2023
Q3
$10.4M Sell
28,388
-1,548
-5% -$609K 0.53% 60
2023
Q2
$12M Sell
29,936
-2,405
-7% -$879K 0.58% 56
2023
Q1
$11.2M Buy
32,341
+2,481
+8% +$873K 0.54% 58
2022
Q4
$10M Buy
29,860
+3,489
+13% +$1.15M 0.51% 61
2022
Q3
$8.05M Sell
26,371
-845
-3% -$302K 0.48% 67
2022
Q2
$9.17M Buy
27,216
+3,793
+16% +$1.35M 0.53% 63
2022
Q1
$9.61M Buy
23,423
+5,445
+30% +$2.22M 0.46% 66
2021
Q4
$8.48M Sell
17,978
-1,202
-6% -$550K 0.37% 78
2021
Q3
$8.15M Sell
19,180
-412
-2% -$179K 0.38% 79
2021
Q2
$8.04M Buy
19,592
+46
+0.2% +$17.7K 0.37% 80
2021
Q1
$6.9M Sell
19,546
-10,185
-34% -$3.39M 0.35% 85
2020
Q4
$9.77M Buy
29,731
+5,329
+22% +$1.8M 0.49% 66
2020
Q3
$8.8M Sell
24,402
-9,978
-29% -$3.52M 0.48% 62
2020
Q2
$11.3M Sell
34,380
-2,810
-8% -$845K 0.65% 48
2020
Q1
$9.11M Buy
37,190
+148
+0.4% +$40.6K 0.64% 48
2019
Q4
$10.1M Sell
37,042
-755
-2% -$196K 0.55% 57
2019
Q3
$9.26M Sell
37,797
-539
-1% -$135K 0.55% 54
2019
Q2
$8.73M Sell
38,336
-1,291
-3% -$282K 0.51% 55
2019
Q1
$8.34M Buy
39,627
+517
+1% +$100K 0.51% 55
2018
Q4
$6.65M Sell
39,110
-779
-2% -$140K 0.53% 58
2018
Q3
$7.79M Sell
39,889
-750
-2% -$155K 0.51% 56
2018
Q2
$8.29M Buy
40,639
+7,710
+23% +$1.52M 0.58% 52
2018
Q1
$6.29M Sell
32,929
-1,373
-4% -$253K 0.44% 72
2017
Q4
$5.81M Sell
34,302
-3,637
-10% -$594K 0.41% 73
2017
Q3
$5.93M Sell
37,939
-618
-2% -$93.9K 0.42% 71
2017
Q2
$5.63M Sell
38,557
-434
-1% -$60.3K 0.42% 73
2017
Q1
$5.1M Buy
38,991
+672
+2% +$83.5K 0.39% 76
2016
Q4
$4.12M Buy
38,319
+1,688
+5% +$202K 0.33% 82
2016
Q3
$4.64M Sell
36,631
-394
-1% -$47.3K 0.38% 71
2016
Q2
$3.97M Buy
+37,025
New +$3.97M 0.34% 76

Other funds holding SPGI

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

Logan Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 16,066 shares — an estimated $7.46M sold.

Logan Capital Management first reported a position in SPGI in Q2 2016 and held it in 39 quarters. The position peaked at $12.1M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Logan Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 16,066 S&P Global shares in Q1 2026, an estimated $7.46M.
  • Logan Capital Management first reported a position in S&P Global in Q2 2016 and held it in 39 quarters.
  • Logan Capital Management's S&P Global position peaked at $12.1M in Q4 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.