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

Sawgrass 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
2026 Q1	$3.53M	Sell	8,309 -133	-2%	-$61.7K	0.53%	47
2025 Q4	$4.41M	Sell	8,442 -310	-4%	-$153K	0.55%	53
2025 Q3	$4.26M	Sell	8,752 -1,636	-16%	-$876K	0.53%	53
2025 Q2	$5.48M	Sell	10,388 -4,696	-31%	-$2.34M	0.62%	53
2025 Q1	$7.66M	Sell	15,084 -4,311	-22%	-$2.2M	0.94%	39
2024 Q4	$9.66M	Sell	19,395 -1,139	-6%	-$578K	1.06%	36
2024 Q3	$10.6M	Sell	20,534 -890	-4%	-$440K	1.1%	34
2024 Q2	$9.56M	Sell	21,424 -359	-2%	-$154K	1.04%	36
2024 Q1	$9.27M	Sell	21,783 -1,014	-4%	-$440K	1.01%	38
2023 Q4	$10M	Sell	22,797 -739	-3%	-$292K	1.13%	34
2023 Q3	$8.6M	Sell	23,536 -1,156	-5%	-$455K	1.05%	36
2023 Q2	$9.9M	Sell	24,692 -800	-3%	-$292K	1.22%	32
2023 Q1	$8.79M	Sell	25,492 -830	-3%	-$292K	1.14%	33
2022 Q4	$8.82M	Sell	26,322 -32	-0.1%	-$10.5K	1.21%	35
2022 Q3	$8.05M	Buy	+26,354	New	+$9.43M	1.15%	36

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sawgrass Asset Management's SPGI Position: Q1 2026 in Review

Sawgrass Asset Management reduced its S&P Global (SPGI) stake by 1.6% in Q1 2026, selling an estimated $61.7K and leaving 8,309 shares worth $3.53M. The position accounts for 0.53% of the portfolio, ranked #47.

Sawgrass Asset Management first reported a position in SPGI in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Sawgrass Asset Management held 8,309 shares of S&P Global worth $3.53M as of Q1 2026.
Sawgrass Asset Management sold 133 S&P Global shares in Q1 2026, an estimated $61.7K.
S&P Global made up 0.53% of Sawgrass Asset Management's portfolio in Q1 2026, its #47 holding.
Sawgrass Asset Management first reported a position in S&P Global in Q3 2022 and has held it in 15 quarters since.
Sawgrass Asset Management's S&P Global position peaked at $10.6M in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.