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Phase 2 Partners’s S&P Global SPGI Stock Holding History

Phase 2 Partners’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
2023
Q3 		– Sell
-30,388
Closed -$12.2M – 26
2023
Q2 		$12.2M Sell
30,388
-974
-3% -$356K 5.53% 7
2023
Q1 		$10.8M Sell
31,362
-1,906
-6% -$671K 4.66% 8
2022
Q4 		$11.1M Buy
33,268
+13,786
+71% +$4.54M 5.03% 11
2022
Q3 		$5.95M Sell
19,482
-8,469
-30% -$3.03M 2.83% 23
2022
Q2 		$9.42M Buy
27,951
+12,979
+87% +$4.63M 4.84% 7
2022
Q1 		$6.14M Buy
+14,972
New +$6.1M 4.01% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Phase 2 Partners's SPGI Position: Q3 2023 in Review

Phase 2 Partners sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 30,388 shares — an estimated $12.2M sold.

Phase 2 Partners first reported a position in SPGI in Q1 2022 and held it in 6 quarters. The position peaked at $12.2M in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Phase 2 Partners reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Phase 2 Partners sold 30,388 S&P Global shares in Q3 2023, an estimated $12.2M.
  • Phase 2 Partners first reported a position in S&P Global in Q1 2022 and held it in 6 quarters.
  • Phase 2 Partners's S&P Global position peaked at $12.2M in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Phase 2 Partners's 13F filing for Q3 2023, filed 14 Nov 2023.