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New England Research & Management’s S&P Global SPGI Stock Holding History

New England Research & Management’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
Q1 		– Sell
-465
Closed -$219K – 194
2021
Q4 		$219K Buy
+465
New +$213K 0.11% 170
2021
Q2 		– Sell
-3,550
Closed -$1.25M – 189
2021
Q1 		$1.25M Buy
+3,550
New +$1.18M 0.69% 53

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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

New England Research & Management's SPGI Position: Q1 2022 in Review

New England Research & Management sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 465 shares — an estimated $219K sold.

New England Research & Management first reported a position in SPGI in Q1 2021 and held it in 2 quarters. The position peaked at $1.25M in Q1 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • New England Research & Management reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • New England Research & Management sold 465 S&P Global shares in Q1 2022, an estimated $219K.
  • New England Research & Management first reported a position in S&P Global in Q1 2021 and held it in 2 quarters.
  • New England Research & Management's S&P Global position peaked at $1.25M in Q1 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on New England Research & Management's 13F filing for Q1 2022, filed 20 Apr 2022.