John Armitage's SPGI Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 351,920 shares of S&P Global Inc. (SPGI) worth $143.32 M, representing 1.38% of the portfolio. First purchased in 2016-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 743,971 shares. Largest reduction occurred in Q4 2017, reducing 1.66 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +351,920 | New Buy | 351,920 | $407.26 |
| Q2 2020 | -505,106 | Sold Out | 0 | $0.00 |
| Q1 2020 | -1.16 M | Reduce 69.68% | 505,106 | $245.05 |
| Q4 2019 | -251,737 | Reduce 13.13% | 1.67 M | $273.05 |
| Q3 2019 | -1.31 M | Reduce 40.67% | 1.92 M | $244.98 |
| Q2 2019 | -108,247 | Reduce 3.24% | 3.23 M | $227.79 |
| Q1 2019 | +330,142 | Add 10.97% | 3.34 M | $210.55 |
| Q4 2018 | -155,481 | Reduce 4.91% | 3.01 M | $169.94 |
| Q3 2018 | -114,156 | Reduce 3.48% | 3.17 M | $195.39 |
| Q2 2018 | +6,704 | Add 0.20% | 3.28 M | $203.89 |
| Q1 2018 | +734,833 | Add 28.95% | 3.27 M | $191.06 |
| Q4 2017 | -1.66 M | Reduce 39.55% | 2.54 M | $169.40 |
| Q3 2017 | +34,484 | Add 0.83% | 4.2 M | $156.31 |
| Q2 2017 | -1.45 M | Reduce 25.79% | 4.16 M | $145.99 |
| Q1 2017 | -126,596 | Reduce 2.21% | 5.61 M | $130.74 |
| Q4 2016 | +743,971 | Add 14.90% | 5.74 M | $107.54 |
| Q3 2016 | -706,066 | Reduce 12.39% | 4.99 M | $126.56 |
| Q2 2016 | +5.7 M | New Buy | 5.7 M | $107.26 |
John Armitage's S&P Global Investment FAQs
John Armitage first purchased S&P Global Inc. (SPGI) in Q2 2016, acquiring 5,700,088 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held S&P Global Inc. (SPGI) for 18 quarters since Q2 2016.
John Armitage's largest addition to S&P Global Inc. (SPGI) was in Q2 2016, adding 5,700,088 shares worth $611.39 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 351,920 shares of S&P Global Inc. (SPGI), valued at approximately $143.32 M.
As of the Q2 2026 filing, S&P Global Inc. (SPGI) represents approximately 1.38% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in S&P Global Inc. (SPGI) was 5,737,993 shares, as reported at the end of Q4 2016.