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

Marsico 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
2024
Q4 		– Sell
-21,501
Closed -$11.1M – 73
2024
Q3 		$11.1M Hold
21,501
– – 0.31% 37
2024
Q2 		$9.59M Sell
21,501
-110,725
-84% -$47.5M 0.29% 37
2024
Q1 		$56.3M Sell
132,226
-56,421
-30% -$24.5M 1.85% 20
2023
Q4 		$83.1M Buy
188,647
+35,725
+23% +$14.1M 3.25% 13
2023
Q3 		$55.9M Buy
152,922
+2,648
+2% +$1.04M 2.39% 15
2023
Q2 		$60.2M Buy
150,274
+4,754
+3% +$1.74M 2.4% 18
2023
Q1 		$50.2M Buy
145,520
+34
+0% +$12K 2.35% 20
2022
Q4 		$48.7M Buy
145,486
+135,881
+1,415% +$44.8M 2.52% 22
2022
Q3 		$2.93M Sell
9,605
-16,002
-62% -$5.72M 0.16% 64
2022
Q2 		$8.63M Sell
25,607
-178,659
-87% -$63.7M 0.42% 34
2022
Q1 		$83.8M Buy
204,266
+29,692
+17% +$12.1M 2.92% 11
2021
Q4 		$82.4M Buy
+174,574
New +$79.9M 2.4% 14
2021
Q3 		– Sell
-1,280
Closed -$525K – 92
2021
Q2 		$525K Sell
1,280
-26,117
-95% -$10M 0.01% 88
2021
Q1 		$9.67M Sell
27,397
-366,627
-93% -$122M 0.25% 43
2020
Q4 		$130M Sell
394,024
-33,073
-8% -$11.2M 3.36% 10
2020
Q3 		$154M Sell
427,097
-7,944
-2% -$2.8M 4.27% 9
2020
Q2 		$143M Sell
435,041
-26,005
-6% -$7.82M 4.51% 8
2020
Q1 		$113M Sell
461,046
-106,286
-19% -$29.2M 4.85% 8
2019
Q4 		$155M Buy
567,332
+36,649
+7% +$9.52M 5.52% 5
2019
Q3 		$130M Buy
530,683
+247,240
+87% +$61.8M 5.07% 7
2019
Q2 		$64.6M Sell
283,443
-1,254
-0.4% -$274K 2.3% 15
2019
Q1 		$59.9M Buy
284,697
+32,445
+13% +$6.28M 2.16% 16
2018
Q4 		$42.9M Buy
252,252
+13,852
+6% +$2.48M 1.81% 17
2018
Q3 		$46.6M Buy
+238,400
New +$49.2M 1.57% 18

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marsico Capital Management's SPGI Position: Q4 2024 in Review

Marsico Capital Management sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 21,501 shares — an estimated $11.1M sold.

Marsico Capital Management first reported a position in SPGI in Q3 2018 and held it in 24 quarters. The position peaked at $155M in Q4 2019. 2,045 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Marsico Capital Management reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Marsico Capital Management sold 21,501 S&P Global shares in Q4 2024, an estimated $11.1M.
  • Marsico Capital Management first reported a position in S&P Global in Q3 2018 and held it in 24 quarters.
  • Marsico Capital Management's S&P Global position peaked at $155M in Q4 2019.
  • 2,045 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Marsico Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.