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Morningstar Investment Services’s S&P Global SPGI Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,342
Closed -$688K – 353
2024
Q3 		$688K Buy
1,342
+244
+22% +$121K 0.01% 242
2024
Q2 		$493K Buy
1,098
+335
+44% +$144K 0.01% 250
2024
Q1 		$323K Sell
763
-1,448
-65% -$628K ﹤0.01% 280
2023
Q4 		$977K Buy
2,211
+1,234
+126% +$487K 0.01% 227
2023
Q3 		$360K Buy
977
+71
+8% +$27.9K ﹤0.01% 229
2023
Q2 		$358K Buy
906
+254
+39% +$92.8K ﹤0.01% 212
2023
Q1 		$222K Buy
+652
New +$229K ﹤0.01% 220
2022
Q3 		– Sell
-1,748
Closed -$584K – 231
2022
Q2 		$584K Buy
1,748
+1,040
+147% +$371K 0.01% 176
2022
Q1 		$296K Buy
+708
New +$288K ﹤0.01% 212

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 $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morningstar Investment Services's SPGI Position: Q4 2024 in Review

Morningstar Investment Services sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 1,342 shares — an estimated $688K sold.

Morningstar Investment Services first reported a position in SPGI in Q1 2022 and held it in 9 quarters. The position peaked at $977K in Q4 2023. 2,041 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Morningstar Investment Services reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,342 S&P Global shares in Q4 2024, an estimated $688K.
  • Morningstar Investment Services first reported a position in S&P Global in Q1 2022 and held it in 9 quarters.
  • Morningstar Investment Services's S&P Global position peaked at $977K in Q4 2023.
  • 2,041 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.