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

Marathon 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
2021
Q4 		– Sell
-842
Closed -$358K – 214
2021
Q3 		$358K Buy
+842
New +$365K 0.08% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marathon Capital Management's SPGI Position: Q4 2021 in Review

Marathon Capital Management sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 842 shares — an estimated $358K sold.

Marathon Capital Management first reported a position in SPGI in Q3 2021 and held it in 1 quarter. The position peaked at $358K in Q3 2021. 1,539 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Marathon Capital Management reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 842 S&P Global shares in Q4 2021, an estimated $358K.
  • Marathon Capital Management first reported a position in S&P Global in Q3 2021 and held it in 1 quarter.
  • Marathon Capital Management's S&P Global position peaked at $358K in Q3 2021.
  • 1,539 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.