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

Redwood 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
2025
Q2 		– Sell
-2,836
Closed -$1.44M – 335
2025
Q1 		$1.44M Buy
+2,836
New +$1.45M 0.16% 131
2024
Q4 		– Sell
-3,360
Closed -$1.72M – 376
2024
Q3 		$1.72M Sell
3,360
-136
-4% -$67.3K 0.15% 167
2024
Q2 		$1.67M Buy
+3,496
New +$1.5M 0.14% 158
2024
Q1 		– Sell
-1,645
Closed -$738K – 393
2023
Q4 		$738K Sell
1,645
-17,305
-91% -$6.83M 0.07% 240
2023
Q3 		$6.92M Sell
18,950
-1,676
-8% -$659K 0.61% 41
2023
Q2 		$8.6M Buy
20,626
+3,197
+18% +$1.17M 0.89% 17
2023
Q1 		$6.01M Buy
17,429
+991
+6% +$349K 0.65% 51
2022
Q4 		$5.51M Buy
16,438
+15,469
+1,596% +$5.1M 0.73% 45
2022
Q3 		$296K Buy
+969
New +$347K 0.06% 186
2021
Q1 		– Sell
-2,009
Closed -$660K – 309
2020
Q4 		$660K Sell
2,009
-228
-10% -$76.9K 0.11% 223
2020
Q3 		$807K Buy
+2,237
New +$789K 0.2% 120
2019
Q4 		– Sell
-3,862
Closed -$946K – 267
2019
Q3 		$946K Buy
3,862
+1,026
+36% +$256K 0.26% 109
2019
Q2 		$675K Buy
+2,836
New +$619K 0.19% 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

Redwood Investment Management's SPGI Position: Q2 2025 in Review

Redwood Investment Management sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 2,836 shares — an estimated $1.44M sold.

Redwood Investment Management first reported a position in SPGI in Q2 2019 and held it in 13 quarters. The position peaked at $8.6M in Q2 2023. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Redwood Investment Management reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Redwood Investment Management sold 2,836 S&P Global shares in Q2 2025, an estimated $1.44M.
  • Redwood Investment Management first reported a position in S&P Global in Q2 2019 and held it in 13 quarters.
  • Redwood Investment Management's S&P Global position peaked at $8.6M in Q2 2023.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Redwood Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.