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Martin Investment Management’s S&P Global SPGI Stock Holding History

Martin Investment 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
2023
Q3 		– Sell
-12,417
Closed -$4.98M – 50
2023
Q2 		$4.98M Sell
12,417
-6,725
-35% -$2.46M 1.4% 30
2023
Q1 		$6.6M Sell
19,142
-580
-3% -$204K 1.9% 22
2022
Q4 		$6.61M Sell
19,722
-1,243
-6% -$410K 2.07% 23
2022
Q3 		$6.4M Sell
20,965
-53
-0.3% -$19K 2.24% 19
2022
Q2 		$7.08M Buy
21,018
+43
+0.2% +$15.3K 2% 21
2022
Q1 		$8.6M Buy
20,975
+3,729
+22% +$1.52M 2.18% 18
2021
Q4 		$8.14M Buy
17,246
+600
+4% +$274K 2.02% 19
2021
Q3 		$7.07M Buy
16,646
+219
+1% +$94.9K 1.78% 25
2021
Q2 		$6.74M Buy
16,427
+945
+6% +$363K 1.74% 25
2021
Q1 		$5.46M Buy
15,482
+633
+4% +$211K 1.54% 27
2020
Q4 		$4.88M Buy
+14,849
New +$5.01M 1.56% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Martin Investment Management's SPGI Position: Q3 2023 in Review

Martin Investment Management sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 12,417 shares — an estimated $4.98M sold.

Martin Investment Management first reported a position in SPGI in Q4 2020 and held it in 11 quarters. The position peaked at $8.6M in Q1 2022. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Martin Investment Management reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Martin Investment Management sold 12,417 S&P Global shares in Q3 2023, an estimated $4.98M.
  • Martin Investment Management first reported a position in S&P Global in Q4 2020 and held it in 11 quarters.
  • Martin Investment Management's S&P Global position peaked at $8.6M in Q1 2022.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Martin Investment Management's 13F filing for Q3 2023, filed 1 Nov 2023.