Sciencast Management’s S&P Global SPGI Stock Holding History

Sciencast 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	$6.27M	Buy	+14,733	New	+$6.84M	0.8%	51
2024 Q3	–	Sell	-4,798	Closed	-$2.14M	–	351
2024 Q2	$2.14M	Buy	+4,798	New	+$2.06M	0.74%	62
2022 Q2	–	Sell	-2,701	Closed	-$1.1M	–	646
2022 Q1	$1.1M	Sell	2,701 -6,585	-71%	-$2.68M	0.25%	132
2021 Q4	$4.29M	Buy	9,286 +6,993	+305%	+$3.2M	0.76%	25
2021 Q3	$982K	Buy	+2,293	New	+$994K	0.28%	133
2021 Q2	–	Sell	-3,452	Closed	-$1.26M	–	681
2021 Q1	$1.26M	Buy	+3,452	New	+$1.15M	0.25%	127
2019 Q4	–	Sell	-10,621	Closed	-$2.71M	–	596
2019 Q3	$2.71M	Buy	10,621 +6,684	+170%	+$1.67M	0.9%	7
2019 Q2	$947K	Buy	+3,937	New	+$860K	0.54%	65
2018 Q4	–	Sell	-4,656	Closed	-$823K	–	344
2018 Q3	$823K	Buy	+4,656	New	+$961K	0.56%	58
2017 Q3	–	Sell	-6,161	Closed	-$899K	–	454
2017 Q2	$899K	Buy	6,161 +4,123	+202%	+$572K	0.5%	45
2017 Q1	$266	Sell	2,038 -7,154	-78%	-$889K	0.15%	228
2016 Q4	$989K	Buy	+9,192	New	+$1.1M	1.35%	1

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors

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