MWA
SPGI icon

Marshall Wace Asia’s S&P Global SPGI Stock Holding History

Marshall Wace Asia’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
Q3 		$21.1M Sell
49,543
-36,384
-42% -$15.8M 0.5% 53
2021
Q2 		$35.3M Buy
+85,927
New +$33M 0.75% 48
2021
Q1 		– Sell
-93,942
Closed -$30.9M – 194
2020
Q4 		$30.9M Buy
+93,942
New +$31.7M 0.55% 62
2020
Q2 		– Sell
-29,314
Closed -$7.18M – 159
2020
Q1 		$7.18M Sell
29,314
-234,903
-89% -$64.4M 0.2% 44
2019
Q4 		$72.1M Sell
264,217
-146,936
-36% -$38.2M 1.78% 23
2019
Q3 		$101M Sell
411,153
-228,069
-36% -$57M 2.39% 11
2019
Q2 		$146M Buy
639,222
+174,706
+38% +$38.2M 3.56% 2
2019
Q1 		$97.8M Sell
464,516
-19,258
-4% -$3.73M 2.95% 10
2018
Q4 		$82.2M Buy
483,774
+95,831
+25% +$17.2M 3.02% 8
2018
Q3 		$75.8M Sell
387,943
-54,409
-12% -$11.2M 2.57% 14
2018
Q2 		$90.2M Buy
442,352
+129,715
+41% +$25.6M 2.98% 7
2018
Q1 		$59.7M Buy
312,637
+23,073
+8% +$4.26M 1.84% 20
2017
Q4 		$49.1M Buy
289,564
+99,564
+52% +$16.3M 1.69% 20
2017
Q3 		$29.6M Sell
190,000
-128,924
-40% -$19.6M 1.4% 27
2017
Q2 		$46.6M Buy
318,924
+101,209
+46% +$14.1M 2.39% 17
2017
Q1 		$28.5M Buy
+217,715
New +$27.1M 1.72% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return