PIM
SPGI icon

Partner Investment Management’s S&P Global SPGI Stock Holding History

Partner Investment 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
2018
Q3 		– Sell
-5,378
Closed -$1.1M – 126
2018
Q2 		$1.1M Buy
+5,378
New +$1.06M 0.89% 46
2017
Q4 		– Sell
-5,237
Closed -$819K – 91
2017
Q3 		$819K Sell
5,237
-477
-8% -$72.5K 0.78% 48
2017
Q2 		$834K Buy
+5,714
New +$793K 1.12% 34

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partner Investment Management's SPGI Position: Q3 2018 in Review

Partner Investment Management sold out of S&P Global (SPGI) in Q3 2018, closing a stake of 5,378 shares — an estimated $1.1M sold.

Partner Investment Management first reported a position in SPGI in Q2 2017 and held it in 3 quarters. The position peaked at $1.1M in Q2 2018. 908 funds tracked by Wall St. Rank hold SPGI as of Q3 2018.

  • Partner Investment Management reported no remaining S&P Global position as of Q3 2018 after selling out during the quarter.
  • Partner Investment Management sold 5,378 S&P Global shares in Q3 2018, an estimated $1.1M.
  • Partner Investment Management first reported a position in S&P Global in Q2 2017 and held it in 3 quarters.
  • Partner Investment Management's S&P Global position peaked at $1.1M in Q2 2018.
  • 908 funds tracked by Wall St. Rank held S&P Global as of Q3 2018.

Based on Partner Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.