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Underhill Investment Management’s S&P Global SPGI Stock Holding History

Underhill Investment 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
2018
Q4 		– Sell
-16,525
Closed -$3.23M – 22
2018
Q3 		$3.23M Buy
16,525
+500
+3% +$103K 1.58% 17
2018
Q2 		$3.27M Hold
16,025
– – 1.54% 16
2018
Q1 		$3.06M Sell
16,025
-2,950
-16% -$545K 1.48% 16
2017
Q4 		$3.21M Buy
+18,975
New +$3.1M 1.53% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Underhill Investment Management's SPGI Position: Q4 2018 in Review

Underhill Investment Management sold out of S&P Global (SPGI) in Q4 2018, closing a stake of 16,525 shares — an estimated $3.23M sold.

Underhill Investment Management first reported a position in SPGI in Q4 2017 and held it in 4 quarters. The position peaked at $3.27M in Q2 2018. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Underhill Investment Management reported no remaining S&P Global position as of Q4 2018 after selling out during the quarter.
  • Underhill Investment Management sold 16,525 S&P Global shares in Q4 2018, an estimated $3.23M.
  • Underhill Investment Management first reported a position in S&P Global in Q4 2017 and held it in 4 quarters.
  • Underhill Investment Management's S&P Global position peaked at $3.27M in Q2 2018.
  • 893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Underhill Investment Management's 13F filing for Q4 2018, filed 30 Jan 2019.