NC
SPGI icon

Napatree Capital’s S&P Global SPGI Stock Holding History

Napatree Capital’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 		$468K Buy
922
+224
+32% +$114K 0.26% 105
2024
Q4 		$348K Buy
698
+117
+20% +$59.4K 0.2% 125
2024
Q3 		$300K Buy
+581
New +$288K 0.21% 122

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

Napatree Capital's SPGI Position: Q1 2025 in Review

Napatree Capital increased its S&P Global (SPGI) stake by 32% in Q1 2025, buying an estimated $114K and bringing the position to 922 shares worth $468K. The position accounts for 0.26% of the portfolio, ranked #105.

Napatree Capital first reported a position in SPGI in Q3 2024 and has held it in 3 quarters since. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Napatree Capital held 922 shares of S&P Global worth $468K as of Q1 2025.
  • Napatree Capital bought 224 S&P Global shares in Q1 2025, an estimated $114K.
  • S&P Global made up 0.26% of Napatree Capital's portfolio in Q1 2025, its #105 holding.
  • Napatree Capital first reported a position in S&P Global in Q3 2024 and has held it in 3 quarters since.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.