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

Mitchell 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
2025
Q3 		– Sell
-412
Closed -$216K – 138
2025
Q2 		$216K Sell
412
-1
-0.2% -$499 0.04% 105
2025
Q1 		$210K Sell
413
-21
-5% -$10.7K 0.04% 105
2024
Q4 		$216K Sell
434
-148
-25% -$75.1K 0.04% 104
2024
Q3 		$300K Buy
582
+1
+0.2% +$495 0.05% 97
2024
Q2 		$259K Sell
581
-402
-41% -$172K 0.05% 107
2024
Q1 		$418K Sell
983
-11,312
-92% -$4.9M 0.08% 100
2023
Q4 		$5.42M Buy
12,295
+504
+4% +$199K 1.14% 28
2023
Q3 		$4.31M Buy
11,791
+22
+0.2% +$8.65K 1.02% 30
2023
Q2 		$4.72M Sell
11,769
-323
-3% -$118K 1.08% 26
2023
Q1 		$4.17M Sell
12,092
-815
-6% -$287K 1.03% 27
2022
Q4 		$4.32M Buy
12,907
+3,690
+40% +$1.22M 1.2% 21
2022
Q3 		$2.81M Buy
9,217
+53
+0.6% +$19K 0.8% 48
2022
Q2 		$3.09M Sell
9,164
-143
-2% -$51K 0.87% 42
2022
Q1 		$3.82M Buy
9,307
+152
+2% +$61.9K 0.85% 36
2021
Q4 		$4.32M Sell
9,155
-172
-2% -$78.7K 0.88% 30
2021
Q3 		$3.96M Sell
9,327
-93
-1% -$40.3K 0.89% 37
2021
Q2 		$3.87M Sell
9,420
-333
-3% -$128K 0.85% 33
2021
Q1 		$3.44M Sell
9,753
-866
-8% -$288K 0.84% 39
2020
Q4 		$3.49M Sell
10,619
-205
-2% -$69.2K 0.88% 40
2020
Q3 		$3.9M Sell
10,824
-142
-1% -$50.1K 1.13% 22
2020
Q2 		$3.61M Sell
10,966
-39
-0.4% -$11.7K 1.16% 24
2020
Q1 		$2.7M Buy
11,005
+3,483
+46% +$955K 1.05% 28
2019
Q4 		$2.05M Buy
+7,522
New +$1.95M 0.65% 54

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mitchell Capital Management's SPGI Position: Q3 2025 in Review

Mitchell Capital Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 412 shares — an estimated $216K sold.

Mitchell Capital Management first reported a position in SPGI in Q4 2019 and held it in 23 quarters. The position peaked at $5.42M in Q4 2023. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Mitchell Capital Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Mitchell Capital Management sold 412 S&P Global shares in Q3 2025, an estimated $216K.
  • Mitchell Capital Management first reported a position in S&P Global in Q4 2019 and held it in 23 quarters.
  • Mitchell Capital Management's S&P Global position peaked at $5.42M in Q4 2023.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Mitchell Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.