Picton Mahoney Asset Management’s S&P Global SPGI Stock Holding History

Picton Mahoney Asset 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
2025 Q4	–	Sell	-7,551	Closed	-$3.68M	–	1337
2025 Q3	$3.68M	Sell	7,551 -72	-0.9%	-$38.6K	0.03%	315
2025 Q2	$4.02M	Sell	7,623 -240	-3%	-$120K	0.04%	277
2025 Q1	$4M	Buy	+7,863	New	+$4.02M	0.07%	206
2022 Q4	–	Sell	-10,395	Closed	-$3.17M	–	728
2022 Q3	$3.17M	Sell	10,395 -935	-8%	-$335K	0.11%	188
2022 Q2	$3.82M	Sell	11,330 -500	-4%	-$178K	0.15%	192
2022 Q1	$4.85M	Buy	+11,830	New	+$4.82M	0.17%	152
2020 Q4	–	Sell	-38,750	Closed	-$14M	–	398
2020 Q3	$14M	Sell	38,750 -13,100	-25%	-$4.62M	0.77%	31
2020 Q2	$17.1M	Sell	51,850 -4,110	-7%	-$1.24M	0.98%	17
2020 Q1	$13.7M	Buy	55,960 +1,060	+2%	+$291K	0.78%	26
2019 Q4	$15M	Buy	54,900 +20,900	+61%	+$5.43M	1.01%	27
2019 Q3	$8.33M	Buy	+34,000	New	+$8.5M	0.59%	64

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Picton Mahoney Asset Management's SPGI Position: Q4 2025 in Review

Picton Mahoney Asset Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 7,551 shares — an estimated $3.68M sold.

Picton Mahoney Asset Management first reported a position in SPGI in Q3 2019 and held it in 11 quarters. The position peaked at $17.1M in Q2 2020. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Picton Mahoney Asset Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 7,551 S&P Global shares in Q4 2025, an estimated $3.68M.
Picton Mahoney Asset Management first reported a position in S&P Global in Q3 2019 and held it in 11 quarters.
Picton Mahoney Asset Management's S&P Global position peaked at $17.1M in Q2 2020.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.