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

Lucha Capital 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
2019
Q3 		$10.2M Sell
41,523
-11,800
-22% -$2.95M 3.11% 19
2019
Q2 		$12.1M Buy
53,323
+459
+0.9% +$100K 3.05% 18
2019
Q1 		$11.1M Sell
52,864
-18,777
-26% -$3.64M 3.08% 18
2018
Q4 		$12.2M Buy
+71,641
New +$12.8M 3.89% 12

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lucha Capital Management's SPGI Position: Q3 2019 in Review

Lucha Capital Management reduced its S&P Global (SPGI) stake by 22% in Q3 2019, selling an estimated $2.95M and leaving 41,523 shares worth $10.2M. The position accounts for 3.11% of the portfolio, ranked #19.

Lucha Capital Management first reported a position in SPGI in Q4 2018 and has held it in 4 quarters since. The position peaked at $12.2M in Q4 2018. 1,000 funds tracked by Wall St. Rank hold SPGI as of Q3 2019.

  • Lucha Capital Management held 41,523 shares of S&P Global worth $10.2M as of Q3 2019.
  • Lucha Capital Management sold 11,800 S&P Global shares in Q3 2019, an estimated $2.95M.
  • S&P Global made up 3.11% of Lucha Capital Management's portfolio in Q3 2019, its #19 holding.
  • Lucha Capital Management first reported a position in S&P Global in Q4 2018 and has held it in 4 quarters since.
  • Lucha Capital Management's S&P Global position peaked at $12.2M in Q4 2018.
  • 1,000 funds tracked by Wall St. Rank held S&P Global as of Q3 2019.

Based on Lucha Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.