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Raub Brock Capital Management’s S&P Global SPGI Stock Holding History

Raub Brock 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 		– Sell
-37,311
Closed -$18.6M – 43
2024
Q4 		$18.6M Buy
37,311
+55
+0.1% +$27.9K 3.95% 10
2024
Q3 		$19.2M Sell
37,256
-1,306
-3% -$646K 3.91% 13
2024
Q2 		$17.2M Sell
38,562
-553
-1% -$237K 3.76% 13
2024
Q1 		$16.6M Sell
39,115
-1,956
-5% -$848K 3.52% 19
2023
Q4 		$18.1M Sell
41,071
-9,198
-18% -$3.63M 3.79% 11
2023
Q3 		$18.4M Sell
50,269
-2,048
-4% -$805K 3.65% 17
2023
Q2 		$21M Buy
52,317
+240
+0.5% +$87.7K 3.94% 11
2023
Q1 		$18M Buy
52,077
+2,343
+5% +$825K 3.45% 22
2022
Q4 		$16.7M Sell
49,734
-4,571
-8% -$1.51M 3.4% 21
2022
Q3 		$16.6M Sell
54,305
-3,092
-5% -$1.11M 3.46% 19
2022
Q2 		$19.3M Sell
57,397
-1,455
-2% -$519K 3.69% 17
2022
Q1 		$24.1M Sell
58,852
-10,012
-15% -$4.08M 4.11% 10
2021
Q4 		$29.3M Hold
68,864
– – 4.45% 8
2021
Q3 		$29.3M Sell
68,864
-1,792
-3% -$776K 4.45% 8
2021
Q2 		$29M Sell
70,656
-1,937
-3% -$744K 5% 9
2021
Q1 		$25.6M Sell
72,593
-229
-0.3% -$76.2K 4.04% 17
2020
Q4 		$23.9M Sell
72,822
-994
-1% -$335K 3.88% 18
2020
Q3 		$26.6M Sell
73,816
-1,080
-1% -$381K 4.51% 7
2020
Q2 		$24.7M Buy
+74,896
New +$22.5M 4.59% 5

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

Raub Brock Capital Management's SPGI Position: Q1 2025 in Review

Raub Brock Capital Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 37,311 shares — an estimated $18.6M sold.

Raub Brock Capital Management first reported a position in SPGI in Q2 2020 and held it in 19 quarters. The position peaked at $29.3M in Q4 2021. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Raub Brock Capital Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Raub Brock Capital Management sold 37,311 S&P Global shares in Q1 2025, an estimated $18.6M.
  • Raub Brock Capital Management first reported a position in S&P Global in Q2 2020 and held it in 19 quarters.
  • Raub Brock Capital Management's S&P Global position peaked at $29.3M in Q4 2021.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Raub Brock Capital Management's 13F filing for Q1 2025, filed 17 Apr 2025.