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Madison Investment Holdings’s S&P Global SPGI Stock Holding History

Madison Investment Holdings’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
2017
Q3 		– Sell
-29,717
Closed -$4.34M – 260
2017
Q2 		$4.34M Hold
29,717
– – 0.08% 175
2017
Q1 		$3.88M Sell
29,717
-200
-0.7% -$24.9K 0.07% 174
2016
Q4 		$3.22M Hold
29,917
– – 0.06% 183
2016
Q3 		$3.79M Sell
29,917
-14,383
-32% -$1.73M 0.07% 170
2016
Q2 		$4.75M Buy
+44,300
New +$4.75M 0.1% 162

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Madison Investment Holdings's SPGI Position: Q3 2017 in Review

Madison Investment Holdings sold out of S&P Global (SPGI) in Q3 2017, closing a stake of 29,717 shares — an estimated $4.34M sold.

Madison Investment Holdings first reported a position in SPGI in Q2 2016 and held it in 5 quarters. The position peaked at $4.75M in Q2 2016. 755 funds tracked by Wall St. Rank hold SPGI as of Q3 2017.

  • Madison Investment Holdings reported no remaining S&P Global position as of Q3 2017 after selling out during the quarter.
  • Madison Investment Holdings sold 29,717 S&P Global shares in Q3 2017, an estimated $4.34M.
  • Madison Investment Holdings first reported a position in S&P Global in Q2 2016 and held it in 5 quarters.
  • Madison Investment Holdings's S&P Global position peaked at $4.75M in Q2 2016.
  • 755 funds tracked by Wall St. Rank held S&P Global as of Q3 2017.

Based on Madison Investment Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.