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MUFG Americas’s S&P Global SPGI Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-10,144
Closed -$3.1M – 717
2022
Q3 		$3.1M Sell
10,144
-27
-0.3% -$9.66K 0.08% 190
2022
Q2 		$3.43M Buy
10,171
+133
+1% +$47.4K 0.08% 187
2022
Q1 		$4.12M Buy
10,038
+131
+1% +$53.4K 0.08% 188
2021
Q4 		$4.67M Sell
9,907
-743
-7% -$340K 0.09% 183
2021
Q3 		$4.53M Sell
10,650
-347
-3% -$150K 0.08% 179
2021
Q2 		$4.51M Sell
10,997
-383
-3% -$147K 0.07% 180
2021
Q1 		$4.02M Sell
11,380
-613
-5% -$204K 0.07% 190
2020
Q4 		$3.94M Sell
11,993
-286
-2% -$96.5K 0.07% 188
2020
Q3 		$4.43M Sell
12,279
-45
-0.4% -$15.9K 0.12% 159
2020
Q2 		$4.06M Sell
12,324
-1,016
-8% -$306K 0.12% 159
2020
Q1 		$3.27M Sell
13,340
-281
-2% -$77.1K 0.11% 170
2019
Q4 		$3.72M Sell
13,621
-1,915
-12% -$498K 0.1% 191
2019
Q3 		$3.81M Sell
15,536
-175
-1% -$43.7K 0.11% 179
2019
Q2 		$3.58M Sell
15,711
-166
-1% -$36.3K 0.1% 186
2019
Q1 		$3.34M Hold
15,877
– – 0.1% 186
2018
Q4 		$2.7M Sell
15,877
-150
-0.9% -$26.9K 0.09% 189
2018
Q3 		$3.13M Sell
16,027
-50
-0.3% -$10.3K 0.09% 190
2018
Q2 		$3.28M Sell
16,077
-749
-4% -$148K 0.1% 181
2018
Q1 		$3.21M Sell
16,826
-150
-0.9% -$27.7K 0.1% 180
2017
Q4 		$2.88M Sell
16,976
-200
-1% -$32.7K 0.08% 188
2017
Q3 		$2.69M Sell
17,176
-244
-1% -$37.1K 0.09% 196
2017
Q2 		$2.54M Sell
17,420
-658
-4% -$91.4K 0.08% 207
2017
Q1 		$2.36M Sell
18,078
-152
-0.8% -$18.9K 0.08% 206
2016
Q4 		$1.96M Sell
18,230
-1,600
-8% -$191K 0.07% 220
2016
Q3 		$2.51M Sell
19,830
-450
-2% -$54K 0.09% 206
2016
Q2 		$2.17M Buy
+20,280
New +$2.18M 0.08% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MUFG Americas's SPGI Position: Q4 2022 in Review

MUFG Americas sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 10,144 shares — an estimated $3.1M sold.

MUFG Americas first reported a position in SPGI in Q2 2016 and held it in 26 quarters. The position peaked at $4.67M in Q4 2021. 1,568 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • MUFG Americas reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 10,144 S&P Global shares in Q4 2022, an estimated $3.1M.
  • MUFG Americas first reported a position in S&P Global in Q2 2016 and held it in 26 quarters.
  • MUFG Americas's S&P Global position peaked at $4.67M in Q4 2021.
  • 1,568 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.