MCM
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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

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return