Van Leeuwen & Company’s S&P Global SPGI Stock Holding History

Van Leeuwen & Company’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
2022 Q1	–	Sell	-9,638	Closed	-$4.55M	–	78
2021 Q4	$4.55M	Buy	9,638 +3,705	+62%	+$1.69M	2.55%	12
2021 Q3	$2.52M	Buy	5,933 +59	+1%	+$25.6K	1.55%	23
2021 Q2	$2.42M	Buy	+5,874	New	+$2.26M	1.43%	23
2020 Q2	–	Sell	-3,497	Closed	-$857K	–	83
2020 Q1	$857K	Sell	3,497 -3,646	-51%	-$1M	0.82%	41
2019 Q4	$1.95M	Buy	7,143 +252	+4%	+$65.5K	1.63%	28
2019 Q3	$1.69M	Sell	6,891 -3,473	-34%	-$868K	1.59%	28
2019 Q2	$2.36M	Buy	+10,364	New	+$2.26M	2.12%	15

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Van Leeuwen & Company's SPGI Position: Q1 2022 in Review

Van Leeuwen & Company sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 9,638 shares — an estimated $4.55M sold.

Van Leeuwen & Company first reported a position in SPGI in Q2 2019 and held it in 7 quarters. The position peaked at $4.55M in Q4 2021. 1,648 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

Van Leeuwen & Company reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
Van Leeuwen & Company sold 9,638 S&P Global shares in Q1 2022, an estimated $4.55M.
Van Leeuwen & Company first reported a position in S&P Global in Q2 2019 and held it in 7 quarters.
Van Leeuwen & Company's S&P Global position peaked at $4.55M in Q4 2021.
1,648 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Van Leeuwen & Company's 13F filing for Q1 2022, filed 12 May 2022.