Ted Buchan & Co’s S&P Global SPGI Stock Holding History

Ted Buchan & Co’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	–	Sell	-604	Closed	-$301K	–	88
2024 Q4	$301K	Hold	604	–	–	0.14%	74
2024 Q3	$312K	Hold	604	–	–	0.15%	75
2024 Q2	$269K	Hold	604	–	–	0.14%	76
2024 Q1	$257K	Hold	604	–	–	0.16%	81
2023 Q4	$266K	Hold	604	–	–	0.19%	71
2023 Q3	$221K	Hold	604	–	–	0.18%	73
2023 Q2	$242K	Buy	+604	New	+$221K	0.19%	71

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ted Buchan & Co's SPGI Position: Q1 2025 in Review

Ted Buchan & Co sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 604 shares — an estimated $301K sold.

Ted Buchan & Co first reported a position in SPGI in Q2 2023 and held it in 7 quarters. The position peaked at $312K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Ted Buchan & Co reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Ted Buchan & Co sold 604 S&P Global shares in Q1 2025, an estimated $301K.
Ted Buchan & Co first reported a position in S&P Global in Q2 2023 and held it in 7 quarters.
Ted Buchan & Co's S&P Global position peaked at $312K in Q3 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Ted Buchan & Co's 13F filing for Q1 2025, filed 13 May 2025.