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Sturgeon Ventures’s S&P Global SPGI Stock Holding History

Sturgeon Ventures’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
2022
Q1 		– Sell
-6,377
Closed -$3.01M – 44
2021
Q4 		$3.01M Buy
6,377
+2,630
+70% +$1.2M 1.37% 30
2021
Q3 		$1.59M Hold
3,747
– – 0.77% 35
2021
Q2 		$1.54M Hold
3,747
– – 0.76% 37
2021
Q1 		$1.32M Hold
3,747
– – 0.76% 37
2020
Q4 		$1.23M Hold
3,747
– – 0.77% 35
2020
Q3 		$1.35M Sell
3,747
-237
-6% -$83.6K 1.02% 34
2020
Q2 		$1.31M Buy
3,984
+149
+4% +$44.8K 1.07% 33
2020
Q1 		$940K Sell
3,835
-6
-0.2% -$1.65K 1.19% 32
2019
Q4 		$1.05M Buy
+3,841
New +$998K 1.06% 29

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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sturgeon Ventures's SPGI Position: Q1 2022 in Review

Sturgeon Ventures sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 6,377 shares — an estimated $3.01M sold.

Sturgeon Ventures first reported a position in SPGI in Q4 2019 and held it in 9 quarters. The position peaked at $3.01M in Q4 2021. 1,648 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Sturgeon Ventures reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Sturgeon Ventures sold 6,377 S&P Global shares in Q1 2022, an estimated $3.01M.
  • Sturgeon Ventures first reported a position in S&P Global in Q4 2019 and held it in 9 quarters.
  • Sturgeon Ventures's S&P Global position peaked at $3.01M in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Sturgeon Ventures's 13F filing for Q1 2022, filed 9 May 2022.