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Rappaport Reiches Capital Management’s S&P Global SPGI Stock Holding History

Rappaport Reiches Capital 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
Q1 		$312K Buy
615
+180
+41% +$92K 0.08% 88
2024
Q4 		$217K Sell
435
-57
-12% -$28.9K 0.06% 100
2024
Q3 		$254K Buy
+492
New +$243K 0.07% 91

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rappaport Reiches Capital Management's SPGI Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its S&P Global (SPGI) stake by 41% in Q1 2025, buying an estimated $92K and bringing the position to 615 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #88.

Rappaport Reiches Capital Management first reported a position in SPGI in Q3 2024 and has held it in 3 quarters since. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Rappaport Reiches Capital Management held 615 shares of S&P Global worth $312K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 180 S&P Global shares in Q1 2025, an estimated $92K.
  • S&P Global made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #88 holding.
  • Rappaport Reiches Capital Management first reported a position in S&P Global in Q3 2024 and has held it in 3 quarters since.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.