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

McKinley 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
Q1 		– Sell
-1,200
Closed -$394K – 191
2020
Q4 		$394K Sell
1,200
-262
-18% -$88.4K 0.03% 183
2020
Q3 		$527K Buy
1,462
+3
+0.2% +$1.06K 0.04% 172
2020
Q2 		$481K Sell
1,459
-120
-8% -$36.1K 0.03% 176
2020
Q1 		$387K Buy
1,579
+19
+1% +$5.21K 0.03% 171
2019
Q4 		$426K Sell
1,560
-321
-17% -$83.4K 0.03% 175
2019
Q3 		$460K Sell
1,881
-494
-21% -$123K 0.03% 148
2019
Q2 		$541K Sell
2,375
-759
-24% -$166K 0.03% 183
2019
Q1 		$660K Sell
3,134
-308
-9% -$59.6K 0.05% 149
2018
Q4 		$585K Buy
3,442
+1,095
+47% +$196K 0.05% 149
2018
Q3 		$459K Sell
2,347
-11
-0.5% -$2.27K 0.03% 162
2018
Q2 		$481K Sell
2,358
-161
-6% -$31.8K 0.03% 166
2018
Q1 		$481K Buy
2,519
+1,023
+68% +$189K 0.03% 166
2017
Q4 		$254K Sell
1,496
-1,042
-41% -$170K 0.01% 277
2017
Q3 		$397K Sell
2,538
-50
-2% -$7.6K 0.02% 271
2017
Q2 		$378K Sell
2,588
-49
-2% -$6.8K 0.01% 269
2017
Q1 		$345K Sell
2,637
-151
-5% -$18.8K 0.01% 297
2016
Q4 		$300K Sell
2,788
-500
-15% -$59.7K 0.01% 322
2016
Q3 		$416K Buy
3,288
+3
+0.1% +$360 0.02% 292
2016
Q2 		$352K Buy
+3,285
New +$353K 0.02% 281

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McKinley Capital Management's SPGI Position: Q1 2021 in Review

McKinley Capital Management sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 1,200 shares — an estimated $394K sold.

McKinley Capital Management first reported a position in SPGI in Q2 2016 and held it in 19 quarters. The position peaked at $660K in Q1 2019. 1,298 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • McKinley Capital Management reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • McKinley Capital Management sold 1,200 S&P Global shares in Q1 2021, an estimated $394K.
  • McKinley Capital Management first reported a position in S&P Global in Q2 2016 and held it in 19 quarters.
  • McKinley Capital Management's S&P Global position peaked at $660K in Q1 2019.
  • 1,298 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on McKinley Capital Management's 13F filing for Q1 2021, filed 21 Apr 2021.