Anchor Capital Advisors’s S&P Global SPGI Stock Holding History

Anchor Capital Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Hold	704	–	–	0.01%	215
2025 Q1	$358K	Sell	704 -15	-2%	-$7.62K	0.01%	216
2024 Q4	$358K	Sell	719 -5	-0.7%	-$2.49K	0.01%	218
2024 Q3	$374K	Sell	724 -15	-2%	-$7.75K	0.01%	210
2024 Q2	$330K	Sell	739 -8	-1%	-$3.57K	0.01%	217
2024 Q1	$318K	Sell	747 -19	-2%	-$8.08K	0.01%	224
2023 Q4	$337K	Sell	766 -6	-0.8%	-$2.64K	0.01%	217
2023 Q3	$282K	Sell	772 -15	-2%	-$5.48K	0.01%	240
2023 Q2	$316K	Sell	787 -15	-2%	-$6.01K	0.01%	237
2023 Q1	$277K	Sell	802 -10	-1%	-$3.45K	0.01%	242
2022 Q4	$272K	Hold	812	–	–	0.01%	245
2022 Q3	$248K	Hold	812	–	–	0.01%	249
2022 Q2	$274K	Sell	812 -4	-0.5%	-$1.35K	0.01%	250
2022 Q1	$335K	Sell	816 -25	-3%	-$10.3K	0.01%	243
2021 Q4	$397K	Sell	841 -40	-5%	-$18.9K	0.01%	235
2021 Q3	$374K	Sell	881 -20	-2%	-$8.49K	0.01%	233
2021 Q2	$370K	Buy	901 +13	+1%	+$5.34K	0.01%	235
2021 Q1	$313K	Hold	888	–	–	0.01%	241
2020 Q4	$292K	Sell	888 -130	-13%	-$42.7K	0.01%	238
2020 Q3	$367K	Sell	1,018 -50	-5%	-$18K	0.01%	227
2020 Q2	$352K	Sell	1,068 -120	-10%	-$39.6K	0.01%	221
2020 Q1	$291K	Sell	1,188 -4	-0.3%	-$980	0.01%	219
2019 Q4	$325K	Sell	1,192 -74	-6%	-$20.2K	0.01%	229
2019 Q3	$310K	Hold	1,266	–	–	0.01%	235
2019 Q2	$288K	Hold	1,266	–	–	0.01%	231
2019 Q1	$267	Sell	1,266 -252	-17%	-$53	0.01%	231
2018 Q4	$258K	Sell	1,518 -120	-7%	-$20.4K	0.01%	246
2018 Q3	$320K	Hold	1,638	–	–	0.01%	244
2018 Q2	$334K	Sell	1,638 -27	-2%	-$5.51K	0.01%	246
2018 Q1	$318K	Sell	1,665 -180	-10%	-$34.4K	0.01%	273
2017 Q4	$313K	Buy	1,845 +80	+5%	+$13.6K	0.01%	235
2017 Q3	$276K	Sell	1,765 -260	-13%	-$40.7K	0.01%	237
2017 Q2	$296K	Hold	2,025	–	–	0.01%	236
2017 Q1	$265K	Sell	2,025 -49	-2%	-$6.41K	0.01%	248
2016 Q4	$223K	Hold	2,074	–	–	0.01%	269
2016 Q3	$262K	Hold	2,074	–	–	0.01%	254
2016 Q2	$222K	Buy	+2,074	New	+$222K	0.01%	274