LVZ Inc’s S&P Global SPGI Stock Holding History

LVZ Inc’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 Q1	–	Sell	-461	Closed	-$241K	–	177
2025 Q4	$241K	Buy	461 +5	+1%	+$2.47K	0.03%	143
2025 Q3	$222K	Hold	456	–	–	0.03%	147
2025 Q2	$240K	Hold	456	–	–	0.03%	137
2025 Q1	$232K	Hold	456	–	–	0.03%	132
2024 Q4	$227K	Hold	456	–	–	0.03%	133
2024 Q3	$236K	Hold	456	–	–	0.03%	129
2024 Q2	$203K	Buy	+456	New	+$196K	0.03%	135
2024 Q1	–	Sell	-456	Closed	-$201K	–	159
2023 Q4	$201K	Buy	+456	New	+$180K	0.03%	132
2022 Q1	–	Sell	-426	Closed	-$201K	–	113
2021 Q4	$201K	Buy	+426	New	+$195K	0.03%	105

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LVZ Inc's SPGI Position: Q1 2026 in Review

LVZ Inc sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 461 shares — an estimated $241K sold.

LVZ Inc first reported a position in SPGI in Q4 2021 and held it in 9 quarters. The position peaked at $241K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

LVZ Inc reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
LVZ Inc sold 461 S&P Global shares in Q1 2026, an estimated $241K.
LVZ Inc first reported a position in S&P Global in Q4 2021 and held it in 9 quarters.
LVZ Inc's S&P Global position peaked at $241K in Q4 2025.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on LVZ Inc's 13F filing for Q1 2026, filed 28 Apr 2026.