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Otter Creek Advisors’s S&P Global SPGI Stock Holding History

Otter Creek Advisors’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
Q3 		– Sell
-3,400
Closed -$1.52M – 37
2024
Q2 		$1.52M Sell
3,400
-3,200
-48% -$1.37M 0.98% 35
2024
Q1 		$2.81M Buy
6,600
+3,000
+83% +$1.3M 1.67% 26
2023
Q4 		$1.59M Sell
3,600
-1,800
-33% -$710K 0.94% 40
2023
Q3 		$1.97M Buy
+5,400
New +$2.12M 1.51% 27
2022
Q3 		– Sell
-14,080
Closed -$4.75M – 58
2022
Q2 		$4.75M Buy
14,080
+3,030
+27% +$1.08M 3.18% 14
2022
Q1 		$4.53M Buy
+11,050
New +$4.5M 1.83% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Otter Creek Advisors's SPGI Position: Q3 2024 in Review

Otter Creek Advisors sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 3,400 shares — an estimated $1.52M sold.

Otter Creek Advisors first reported a position in SPGI in Q1 2022 and held it in 6 quarters. The position peaked at $4.75M in Q2 2022. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Otter Creek Advisors reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Otter Creek Advisors sold 3,400 S&P Global shares in Q3 2024, an estimated $1.52M.
  • Otter Creek Advisors first reported a position in S&P Global in Q1 2022 and held it in 6 quarters.
  • Otter Creek Advisors's S&P Global position peaked at $4.75M in Q2 2022.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Otter Creek Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.