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Senator Investment Group’s S&P Global SPGI Stock Holding History

Senator Investment Group’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
2023
Q3 		– Sell
-165,000
Closed -$66.1M – 62
2023
Q2 		$66.1M Sell
165,000
-60,000
-27% -$21.9M 2.98% 6
2023
Q1 		$77.6M Buy
225,000
+35,000
+18% +$12.3M 4.24% 6
2022
Q4 		$63.6M Buy
190,000
+55,000
+41% +$18.1M 5.72% 4
2022
Q3 		$41.2M Sell
135,000
-40,000
-23% -$14.3M 3.75% 9
2022
Q2 		$59M Sell
175,000
-215,000
-55% -$76.6M 4.22% 9
2022
Q1 		$160M Buy
+390,000
New +$159M 4.96% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Senator Investment Group's SPGI Position: Q3 2023 in Review

Senator Investment Group sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 165,000 shares — an estimated $66.1M sold.

Senator Investment Group first reported a position in SPGI in Q1 2022 and held it in 6 quarters. The position peaked at $160M in Q1 2022. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Senator Investment Group reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • Senator Investment Group sold 165,000 S&P Global shares in Q3 2023, an estimated $66.1M.
  • Senator Investment Group first reported a position in S&P Global in Q1 2022 and held it in 6 quarters.
  • Senator Investment Group's S&P Global position peaked at $160M in Q1 2022.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Senator Investment Group's 13F filing for Q3 2023, filed 14 Nov 2023.