Allen Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451M | Sell |
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|
2025
Q1 | $462M | Sell |
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|
2024
Q4 | $455M | Sell |
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|
2024
Q3 | $482M | Sell |
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|
2024
Q2 | $427M | Buy |
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|
2024
Q1 | $384M | Buy |
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|
2023
Q4 | $364M | Buy |
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|
2023
Q3 | $279M | Buy |
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|
2023
Q2 | $302M | Buy |
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|
2023
Q1 | $230M | Buy |
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|
2022
Q4 | $220M | Buy |
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|
2022
Q3 | $164M | Buy |
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|
2022
Q2 | $149M | Buy |
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|
2022
Q1 | $152M | Buy |
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|
2021
Q4 | $131M | Sell |
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|
2021
Q3 | $125M | Sell |
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|
2021
Q2 | $121M | Buy |
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|
2021
Q1 | $103M | Sell |
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|
2020
Q4 | $96.7M | Buy |
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|
2020
Q3 | $106M | Sell |
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|
2020
Q2 | $97M | Buy |
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|
2020
Q1 | $47.7M | Buy |
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|
2019
Q4 | $49.4M | Hold |
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|
2019
Q3 | $44.3M | Hold |
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|
2019
Q2 | $41.2M | Buy |
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|
2019
Q1 | $37.3M | Buy |
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|
2018
Q4 | $29.9M | Sell |
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|
2018
Q3 | $34.4M | Buy |
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|
2018
Q2 | $24.7M | Sell |
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|
2018
Q1 | $24.4M | Hold |
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|
2017
Q4 | $21.6M | Buy |
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|
2017
Q3 | $19.6M | Hold |
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|
2017
Q2 | $18.4M | Hold |
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|
2017
Q1 | $16.4M | Sell |
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|
2016
Q4 | $14.8M | Sell |
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|
2016
Q3 | $19M | Hold |
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|
2016
Q2 | $16.1M | Buy |
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