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Scout Investments’s S&P Global SPGI Stock Holding History

Scout Investments’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
2018
Q4 		– Sell
-103,764
Closed -$20.3M – 296
2018
Q3 		$20.3M Buy
103,764
+138
+0.1% +$28.5K 0.42% 99
2018
Q2 		$21.1M Sell
103,626
-19,974
-16% -$3.95M 0.48% 77
2018
Q1 		$23.6M Buy
123,600
+3,157
+3% +$583K 0.57% 48
2017
Q4 		$20.4M Sell
120,443
-52,112
-30% -$8.51M 0.5% 76
2017
Q3 		$27M Sell
172,555
-5,619
-3% -$854K 0.74% 33
2017
Q2 		$26M Sell
178,174
-41,519
-19% -$5.76M 0.75% 28
2017
Q1 		$28.7M Buy
219,693
+95,781
+77% +$11.9M 0.79% 24
2016
Q4 		$13.3M Buy
123,912
+121,723
+5,561% +$14.5M 0.37% 115
2016
Q3 		$277K Buy
+2,189
New +$263K 0.01% 288

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scout Investments's SPGI Position: Q4 2018 in Review

Scout Investments sold out of S&P Global (SPGI) in Q4 2018, closing a stake of 103,764 shares — an estimated $20.3M sold.

Scout Investments first reported a position in SPGI in Q3 2016 and held it in 9 quarters. The position peaked at $28.7M in Q1 2017. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Scout Investments reported no remaining S&P Global position as of Q4 2018 after selling out during the quarter.
  • Scout Investments sold 103,764 S&P Global shares in Q4 2018, an estimated $20.3M.
  • Scout Investments first reported a position in S&P Global in Q3 2016 and held it in 9 quarters.
  • Scout Investments's S&P Global position peaked at $28.7M in Q1 2017.
  • 893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Scout Investments's 13F filing for Q4 2018, filed 11 Jan 2019.