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

Sandler 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 Q3	–	Sell	-400	Closed	-$211K	–	209
2025 Q2	$211K	Sell	400 -6,949	-95%	-$3.47M	0.07%	141
2025 Q1	$3.73M	Buy	7,349 +6,649	+950%	+$3.4M	1.21%	41
2024 Q4	$349K	Hold	700	–	–	0.06%	143
2024 Q3	$362K	Hold	700	–	–	0.07%	132
2024 Q2	$312K	Hold	700	–	–	0.06%	115
2024 Q1	$298K	Hold	700	–	–	0.04%	131
2023 Q4	$308K	Sell	700 -9,566	-93%	-$3.78M	0.04%	99
2023 Q3	$3.75M	Buy	10,266 +9,566	+1,367%	+$3.76M	0.63%	86
2023 Q2	$281K	Hold	700	–	–	0.03%	86
2023 Q1	$241K	Buy	+700	New	+$246K	0.04%	92
2021 Q1	–	Sell	-17,793	Closed	-$5.85M	–	136
2020 Q4	$5.85M	Buy	17,793 +600	+3%	+$202K	0.84%	57
2020 Q3	$6.2M	Sell	17,193 -22,807	-57%	-$8.05M	0.96%	56
2020 Q2	$13.2M	Buy	+40,000	New	+$12M	2.1%	31
2019 Q4	–	Sell	-900	Closed	-$220K	–	149
2019 Q3	$220K	Sell	900 -350	-28%	-$87.5K	0.05%	104
2019 Q2	$285K	Sell	1,250 -46,850	-97%	-$10.2M	0.04%	129
2019 Q1	$10.1M	Buy	+48,100	New	+$9.31M	1.47%	55

Other funds holding SPGI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return