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

VELA 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
2022
Q4 		– Sell
-967
Closed -$295K – 143
2022
Q3 		$295K Hold
967
– – 0.17% 125
2022
Q2 		$326K Hold
967
– – 0.19% 120
2022
Q1 		$397K Hold
967
– – 0.25% 100
2021
Q4 		$456K Buy
+967
New +$442K 0.31% 95

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VELA Investment Management's SPGI Position: Q4 2022 in Review

VELA Investment Management sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 967 shares — an estimated $295K sold.

VELA Investment Management first reported a position in SPGI in Q4 2021 and held it in 4 quarters. The position peaked at $456K in Q4 2021. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • VELA Investment Management reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • VELA Investment Management sold 967 S&P Global shares in Q4 2022, an estimated $295K.
  • VELA Investment Management first reported a position in S&P Global in Q4 2021 and held it in 4 quarters.
  • VELA Investment Management's S&P Global position peaked at $456K in Q4 2021.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on VELA Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.