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Westmount Partners’s S&P Global SPGI Stock Holding History

Westmount Partners’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
2025
Q3 		– Sell
-2,467
Closed -$1.3M – 256
2025
Q2 		$1.3M Buy
2,467
+5
+0.2% +$2.5K 0.36% 61
2025
Q1 		$1.25M Buy
2,462
+60
+2% +$30.7K 0.38% 55
2024
Q4 		$1.2M Buy
2,402
+25
+1% +$12.7K 0.36% 53
2024
Q3 		$1.23M Buy
2,377
+15
+0.6% +$7.42K 0.37% 56
2024
Q2 		$1.05M Hold
2,362
– – 0.35% 59
2024
Q1 		$1M Hold
2,362
– – 0.36% 60
2023
Q4 		$1.04M Hold
2,362
– – 0.42% 54
2023
Q3 		$863K Hold
2,362
– – 0.38% 61
2023
Q2 		$947K Hold
2,362
– – 0.41% 50
2023
Q1 		$814K Buy
2,362
+4
+0.2% +$1.41K 0.38% 56
2022
Q4 		$790K Buy
+2,358
New +$777K 0.41% 53

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return