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

Weld 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
2019 Q1	–	Sell	-8,377	Closed	-$1.42M	–	859
2018 Q4	$1.42M	Buy	+8,377	New	+$1.5M	0.32%	63

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Weld Capital Management's SPGI Position: Q1 2019 in Review

Weld Capital Management sold out of S&P Global (SPGI) in Q1 2019, closing a stake of 8,377 shares — an estimated $1.42M sold.

Weld Capital Management first reported a position in SPGI in Q4 2018 and held it in 1 quarter. The position peaked at $1.42M in Q4 2018. 928 funds tracked by Wall St. Rank hold SPGI as of Q1 2019.

Weld Capital Management reported no remaining S&P Global position as of Q1 2019 after selling out during the quarter.
Weld Capital Management sold 8,377 S&P Global shares in Q1 2019, an estimated $1.42M.
Weld Capital Management first reported a position in S&P Global in Q4 2018 and held it in 1 quarter.
Weld Capital Management's S&P Global position peaked at $1.42M in Q4 2018.
928 funds tracked by Wall St. Rank held S&P Global as of Q1 2019.

Based on Weld Capital Management's 13F filing for Q1 2019, filed 15 May 2019.