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Martin Currie’s S&P Global SPGI Stock Holding History

Martin Currie’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
2019
Q4 		– Sell
-12,575
Closed -$3.08M – 88
2019
Q3 		$3.08M Sell
12,575
-10,633
-46% -$2.66M 0.2% 61
2019
Q2 		$5.29M Hold
23,208
– – 0.38% 48
2019
Q1 		$4.89M Buy
23,208
+1,151
+5% +$223K 0.34% 55
2018
Q4 		$3.75M Sell
22,057
-894
-4% -$160K 0.3% 58
2018
Q3 		$4.48M Hold
22,951
– – 0.31% 62
2018
Q2 		$4.68M Hold
22,951
– – 0.33% 58
2018
Q1 		$4.38M Sell
22,951
-6,911
-23% -$1.28M 0.3% 69
2017
Q4 		$5.06M Sell
29,862
-5,886
-16% -$961K 0.36% 65
2017
Q3 		$5.59M Sell
35,748
-2,117
-6% -$322K 0.43% 58
2017
Q2 		$5.53M Buy
+37,865
New +$5.26M 0.44% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Martin Currie's SPGI Position: Q4 2019 in Review

Martin Currie sold out of S&P Global (SPGI) in Q4 2019, closing a stake of 12,575 shares — an estimated $3.08M sold.

Martin Currie first reported a position in SPGI in Q2 2017 and held it in 10 quarters. The position peaked at $5.59M in Q3 2017. 1,109 funds tracked by Wall St. Rank hold SPGI as of Q4 2019.

  • Martin Currie reported no remaining S&P Global position as of Q4 2019 after selling out during the quarter.
  • Martin Currie sold 12,575 S&P Global shares in Q4 2019, an estimated $3.08M.
  • Martin Currie first reported a position in S&P Global in Q2 2017 and held it in 10 quarters.
  • Martin Currie's S&P Global position peaked at $5.59M in Q3 2017.
  • 1,109 funds tracked by Wall St. Rank held S&P Global as of Q4 2019.

Based on Martin Currie's 13F filing for Q4 2019, filed 14 Feb 2020.