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

Tuttle 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
2021 Q2	–	Sell	-1,467	Closed	-$518K	–	359
2021 Q1	$518K	Buy	1,467 +561	+62%	+$187K	0.2%	126
2020 Q4	$298K	Buy	+906	New	+$306K	0.23%	128
2020 Q3	–	Sell	-1,176	Closed	-$387K	–	181
2020 Q2	$387K	Buy	+1,176	New	+$354K	0.28%	87
2020 Q1	–	Sell	-5,746	Closed	-$1.57M	–	120
2019 Q4	$1.57M	Sell	5,746 -13,329	-70%	-$3.46M	0.59%	33
2019 Q3	$4.96M	Buy	+19,075	New	+$4.77M	1.32%	10
2019 Q2	–	Sell	-11,154	Closed	-$2.35M	–	177
2019 Q1	$2.35M	Buy	+11,154	New	+$2.16M	0.47%	70
2018 Q3	–	Sell	-1,300	Closed	-$265K	–	178
2018 Q2	$265K	Sell	1,300 -869	-40%	-$172K	0.18%	83
2018 Q1	$414K	Buy	+2,169	New	+$400K	0.33%	71
2017 Q4	–	Sell	-3,592	Closed	-$561K	–	79
2017 Q3	$561K	Buy	+3,592	New	+$546K	0.55%	40

Other funds holding SPGI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management

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

Wellington Management Group

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return