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Moody Aldrich Partners’s S&P Global SPGI Stock Holding History

Moody Aldrich Partners’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
Q1 		– Sell
-423
Closed -$211K – 212
2024
Q4 		$211K Hold
423
– – 0.04% 193
2024
Q3 		$219K Sell
423
-86
-17% -$42.6K 0.04% 188
2024
Q2 		$227K Buy
509
+3
+0.6% +$1.29K 0.04% 184
2024
Q1 		$215K Buy
+506
New +$219K 0.04% 207

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moody Aldrich Partners's SPGI Position: Q1 2025 in Review

Moody Aldrich Partners sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 423 shares — an estimated $211K sold.

Moody Aldrich Partners first reported a position in SPGI in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q2 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Moody Aldrich Partners reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 423 S&P Global shares in Q1 2025, an estimated $211K.
  • Moody Aldrich Partners first reported a position in S&P Global in Q1 2024 and held it in 4 quarters.
  • Moody Aldrich Partners's S&P Global position peaked at $227K in Q2 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.