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MJP Associates’s S&P Global SPGI Stock Holding History

MJP Associates’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
-565
Closed -$295K – 269
2025
Q4 		$295K Buy
565
+3
+0.5% +$1.48K 0.04% 194
2025
Q3 		$273K Sell
562
-218
-28% -$117K 0.04% 206
2025
Q2 		$411K Buy
780
+46
+6% +$23K 0.06% 145
2025
Q1 		$373K Buy
734
+33
+5% +$16.9K 0.07% 146
2024
Q4 		$349K Buy
701
+11
+2% +$5.58K 0.06% 151
2024
Q3 		$356K Sell
690
-58
-8% -$28.7K 0.07% 147
2024
Q2 		$334K Buy
748
+42
+6% +$18K 0.07% 161
2024
Q1 		$300K Buy
+706
New +$306K 0.07% 168
2023
Q4 		– Sell
-727
Closed -$266K – 200
2023
Q3 		$266K Sell
727
-9
-1% -$3.54K 0.08% 120
2023
Q2 		$295K Sell
736
-4
-0.5% -$1.46K 0.1% 99
2023
Q1 		$255K Sell
740
-16
-2% -$5.63K 0.08% 101
2022
Q4 		$253K Sell
756
-2
-0.3% -$659 0.07% 108
2022
Q3 		$231K Buy
758
+16
+2% +$5.72K 0.07% 110
2022
Q2 		$250K Buy
742
+8
+1% +$2.85K 0.07% 107
2022
Q1 		$301K Sell
734
-18
-2% -$7.33K 0.08% 109
2021
Q4 		$347K Buy
752
+66
+10% +$30.2K 0.1% 101
2021
Q3 		$291K Buy
686
+10
+1% +$4.33K 0.1% 104
2021
Q2 		$277K Buy
676
+1
+0.1% +$384 0.09% 104
2021
Q1 		$238K Buy
675
+27
+4% +$8.99K 0.1% 112
2020
Q4 		$213K Buy
+648
New +$219K 0.09% 114

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MJP Associates's SPGI Position: Q1 2026 in Review

MJP Associates sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 565 shares — an estimated $295K sold.

MJP Associates first reported a position in SPGI in Q4 2020 and held it in 20 quarters. The position peaked at $411K in Q2 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • MJP Associates reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • MJP Associates sold 565 S&P Global shares in Q1 2026, an estimated $295K.
  • MJP Associates first reported a position in S&P Global in Q4 2020 and held it in 20 quarters.
  • MJP Associates's S&P Global position peaked at $411K in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.