Taurus Asset Management’s S&P Global SPGI Stock Holding History

Taurus Asset 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
2025 Q1	$430K	Hold	846	–	–	0.04%	70
2024 Q4	$421K	Hold	846	–	–	0.04%	71
2024 Q3	$437K	Buy	846 +80	+10%	+$39.6K	0.04%	72
2024 Q2	$342K	Hold	766	–	–	0.03%	75
2024 Q1	$326K	Hold	766	–	–	0.03%	76
2023 Q4	$337K	Hold	766	–	–	0.04%	73
2023 Q3	$280K	Hold	766	–	–	0.03%	75
2023 Q2	$307K	Hold	766	–	–	0.04%	77
2023 Q1	$264K	Hold	766	–	–	0.03%	83
2022 Q4	$257K	Hold	766	–	–	0.03%	82
2022 Q3	$234K	Hold	766	–	–	0.03%	81
2022 Q2	$258K	Hold	766	–	–	0.03%	80
2022 Q1	$314K	Buy	+766	New	+$312K	0.03%	77

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Taurus Asset Management's SPGI Position: Q1 2025 in Review

Taurus Asset Management held its S&P Global (SPGI) position steady in Q1 2025 at 846 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #70.

Taurus Asset Management first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $437K in Q3 2024. 2,078 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Taurus Asset Management held 846 shares of S&P Global worth $430K as of Q1 2025.
Taurus Asset Management left its S&P Global share count unchanged in Q1 2025.
S&P Global made up 0.04% of Taurus Asset Management's portfolio in Q1 2025, its #70 holding.
Taurus Asset Management first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
Taurus Asset Management's S&P Global position peaked at $437K in Q3 2024.
2,078 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.