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

Meridiem 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
2026 Q1	–	Sell	-540	Closed	-$282K	–	61
2025 Q4	$282K	Hold	540	–	–	0.01%	35
2025 Q3	$263K	Hold	540	–	–	0.01%	35
2025 Q2	$285K	Hold	540	–	–	0.01%	34
2025 Q1	$274K	Hold	540	–	–	0.01%	34
2024 Q4	$269K	Hold	540	–	–	﹤0.01%	36
2024 Q3	$279K	Buy	540 +140	+35%	+$69.3K	0.01%	42
2024 Q2	$178K	Hold	400	–	–	﹤0.01%	39
2024 Q1	$170K	Sell	400 -100	-20%	-$43.3K	﹤0.01%	46
2023 Q4	$220K	Hold	500	–	–	﹤0.01%	49
2023 Q3	$183K	Hold	500	–	–	﹤0.01%	42
2023 Q2	$200K	Sell	500 -375	-43%	-$137K	0.01%	42
2023 Q1	$302K	Sell	875 -125	-13%	-$44K	0.01%	37
2022 Q4	$335K	Buy	+1,000	New	+$330K	0.01%	39
2022 Q1	–	Sell	-805	Closed	-$380K	–	77
2021 Q4	$380K	Hold	805	–	–	0.01%	44
2021 Q3	$342K	Hold	805	–	–	0.01%	44
2021 Q2	$330K	Hold	805	–	–	0.01%	44
2021 Q1	$284K	Hold	805	–	–	0.01%	45
2020 Q4	$264K	Buy	+805	New	+$272K	0.01%	44

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Meridiem Investment Management's SPGI Position: Q1 2026 in Review

Meridiem Investment Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 540 shares — an estimated $282K sold.

Meridiem Investment Management first reported a position in SPGI in Q4 2020 and held it in 18 quarters. The position peaked at $380K in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Meridiem Investment Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Meridiem Investment Management sold 540 S&P Global shares in Q1 2026, an estimated $282K.
Meridiem Investment Management first reported a position in S&P Global in Q4 2020 and held it in 18 quarters.
Meridiem Investment Management's S&P Global position peaked at $380K in Q4 2021.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.