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Sustainable Insight Capital Management’s S&P Global SPGI Stock Holding History

Sustainable Insight Capital 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
2024
Q4 		– Sell
-6,454
Closed -$3.33M – 90
2024
Q3 		$3.33M Sell
6,454
-2,000
-24% -$990K 1.51% 22
2024
Q2 		$3.77M Buy
8,454
+1,500
+22% +$644K 1.89% 15
2024
Q1 		$2.96M Buy
6,954
+1,400
+25% +$607K 2.13% 13
2023
Q4 		$2.45M Sell
5,554
-2,600
-32% -$1.03M 1.99% 14
2023
Q3 		$2.98M Sell
8,154
-1,400
-15% -$550K 2.92% 13
2023
Q2 		$3.83M Buy
9,554
+3,295
+53% +$1.2M 3.55% 14
2023
Q1 		$2.16M Buy
6,259
+1,514
+32% +$533K 2.17% 12
2022
Q4 		$1.59M Buy
4,745
+1,242
+35% +$409K 1.79% 9
2022
Q3 		$1.07M Sell
3,503
-1,437
-29% -$514K 1.25% 20
2022
Q2 		$1.75M Sell
4,940
-4,539
-48% -$1.62M 1.74% 18
2022
Q1 		$3.89M Buy
9,479
+1,147
+14% +$467K 2.77% 10
2021
Q4 		$3.93M Sell
8,332
-1,097
-12% -$502K 2.11% 14
2021
Q3 		$4.01M Sell
9,429
-3,335
-26% -$1.45M 2.57% 13
2021
Q2 		$5.24M Buy
12,764
+5,026
+65% +$1.93M 3.1% 10
2021
Q1 		$2.73M Buy
7,738
+6,595
+577% +$2.19M 1.82% 16
2020
Q4 		$376K Buy
+1,143
New +$386K 0.26% 65
2020
Q1 		$245K Hold
1,001
– – 0.34% 52
2019
Q4 		$273K Sell
1,001
-100
-9% -$26K 0.28% 43
2019
Q3 		$270K Hold
1,101
– – 0.31% 33
2019
Q2 		$251K Sell
1,101
-62
-5% -$13.5K 0.29% 40
2019
Q1 		$245K Buy
+1,163
New +$225K 0.32% 68
2018
Q4 		– Sell
-1,123
Closed -$219K – 81
2018
Q3 		$219K Buy
+1,123
New +$232K 0.14% 62

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sustainable Insight Capital Management's SPGI Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 6,454 shares — an estimated $3.33M sold.

Sustainable Insight Capital Management first reported a position in SPGI in Q3 2018 and held it in 22 quarters. The position peaked at $5.24M in Q2 2021. 2,045 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Sustainable Insight Capital Management reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 6,454 S&P Global shares in Q4 2024, an estimated $3.33M.
  • Sustainable Insight Capital Management first reported a position in S&P Global in Q3 2018 and held it in 22 quarters.
  • Sustainable Insight Capital Management's S&P Global position peaked at $5.24M in Q2 2021.
  • 2,045 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.