Bank Julius Baer & Co’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401M | Buy |
761,861
+67,509
| +10% | +$35.6M | 1.19% | 17 |
|
|
2025
Q1 | $387M | Sell |
694,352
-26,919
| -4% | -$15M | 1.26% | 17 |
|
|
2024
Q4 | $387M | Buy |
721,271
+53,247
| +8% | +$28.6M | 1.2% | 20 |
|
|
2024
Q3 | $392M | Sell |
668,024
-35,370
| -5% | -$20.7M | 1.32% | 18 |
|
|
2024
Q2 | $342M | Sell |
703,394
-63,344
| -8% | -$30.8M | 1.31% | 17 |
|
|
2024
Q1 | $324M | Buy |
766,738
+19,797
| +3% | +$8.37M | 1.24% | 21 |
|
|
2023
Q4 | $329M | Buy |
746,941
+79,392
| +12% | +$35M | 1.39% | 17 |
|
|
2023
Q3 | $244M | Buy |
667,549
+31,542
| +5% | +$11.5M | 1.42% | 18 |
|
|
2023
Q2 | $255M | Sell |
636,007
-19,984
| -3% | -$8.01M | 1.52% | 15 |
|
|
2023
Q1 | $226M | Buy |
655,991
+203
| +0% | +$70K | 1.44% | 19 |
|
|
2022
Q4 | $220M | Buy |
655,788
+6,439
| +1% | +$2.16M | 1.5% | 21 |
|
|
2022
Q3 | $198M | Sell |
649,349
-96,092
| -13% | -$29.3M | 1.51% | 20 |
|
|
2022
Q2 | $251M | Sell |
745,441
-205,448
| -22% | -$69.2M | 1.77% | 18 |
|
|
2022
Q1 | $390M | Buy |
950,889
+148,539
| +19% | +$60.9M | 2.34% | 10 |
|
|
2021
Q4 | $379M | Buy |
802,350
+61,727
| +8% | +$29.1M | 2.02% | 12 |
|
|
2021
Q3 | $315M | Buy |
740,623
+42,548
| +6% | +$18.1M | 1.95% | 13 |
|
|
2021
Q2 | $287M | Buy |
698,075
+36,597
| +6% | +$15M | 1.82% | 13 |
|
|
2021
Q1 | $233M | Buy |
661,478
+139,566
| +27% | +$49.2M | 1.75% | 14 |
|
|
2020
Q4 | $172M | Buy |
521,912
+132,284
| +34% | +$43.5M | 1.41% | 16 |
|
|
2020
Q3 | $141M | Buy |
389,628
+54,151
| +16% | +$19.5M | 1.37% | 15 |
|
|
2020
Q2 | $111M | Buy |
335,477
+36,549
| +12% | +$12M | 1.27% | 19 |
|
|
2020
Q1 | $73.3M | Buy |
+298,928
| New | +$73.3M | 1.7% | 10 |
|