SM
SPGI icon

Stephen Mandel’s S&P Global SPGI Stock Holding History

Stephen Mandel’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
2019
Q4 		– Sell
-1,724,511
Closed -$422M – 46
2019
Q3 		$422M Sell
1,724,511
-206,000
-11% -$51.5M 2.49% 20
2019
Q2 		$440M Sell
1,930,511
-1,160,850
-38% -$254M 2.73% 20
2019
Q1 		$651M Buy
+3,091,361
New +$599M 3.8% 14

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephen Mandel's SPGI Position: Q4 2019 in Review

Stephen Mandel sold out of S&P Global (SPGI) in Q4 2019, closing a stake of 1,724,511 shares — an estimated $422M sold.

Stephen Mandel first reported a position in SPGI in Q1 2019 and held it in 3 quarters. The position peaked at $651M in Q1 2019. 1,108 funds tracked by Wall St. Rank hold SPGI as of Q4 2019.

  • Stephen Mandel reported no remaining S&P Global position as of Q4 2019 after selling out during the quarter.
  • Stephen Mandel sold 1,724,511 S&P Global shares in Q4 2019, an estimated $422M.
  • Stephen Mandel first reported a position in S&P Global in Q1 2019 and held it in 3 quarters.
  • Stephen Mandel's S&P Global position peaked at $651M in Q1 2019.
  • 1,108 funds tracked by Wall St. Rank held S&P Global as of Q4 2019.

Based on Lone Pine Capital's 13F filing for Q4 2019, filed 14 Feb 2020.