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Wright Investors Service’s S&P Global SPGI Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-4,132
Closed -$1.7M – 168
2022
Q1 		$1.7M Sell
4,132
-8
-0.2% -$3.26K 0.42% 78
2021
Q4 		$1.95M Buy
4,140
+93
+2% +$42.5K 0.49% 69
2021
Q3 		$1.72M Buy
+4,047
New +$1.75M 0.49% 69
2020
Q2 		– Sell
-1,789
Closed -$438K – 154
2020
Q1 		$438K Buy
1,789
+12
+0.7% +$3.29K 0.19% 104
2019
Q4 		$485K Buy
+1,777
New +$462K 0.17% 116
2019
Q1 		– Sell
-2,922
Closed -$497K – 160
2018
Q4 		$497K Sell
2,922
-2,409
-45% -$432K 0.21% 103
2018
Q3 		$1.04M Sell
5,331
-22
-0.4% -$4.54K 0.38% 68
2018
Q2 		$1.09M Buy
5,353
+2,324
+77% +$459K 0.43% 65
2018
Q1 		$579K Sell
3,029
-463
-13% -$85.5K 0.2% 120
2017
Q4 		$592K Buy
3,492
+1,877
+116% +$306K 0.2% 123
2017
Q3 		$252K Sell
1,615
-1,375
-46% -$209K 0.09% 193
2017
Q2 		$437K Buy
+2,990
New +$415K 0.17% 162

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wright Investors Service's SPGI Position: Q2 2022 in Review

Wright Investors Service sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 4,132 shares — an estimated $1.7M sold.

Wright Investors Service first reported a position in SPGI in Q2 2017 and held it in 12 quarters. The position peaked at $1.95M in Q4 2021. 1,557 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Wright Investors Service reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Wright Investors Service sold 4,132 S&P Global shares in Q2 2022, an estimated $1.7M.
  • Wright Investors Service first reported a position in S&P Global in Q2 2017 and held it in 12 quarters.
  • Wright Investors Service's S&P Global position peaked at $1.95M in Q4 2021.
  • 1,557 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Wright Investors Service's 13F filing for Q2 2022, filed 2 Aug 2022.