Clarendon Private’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
1,113
+258
+30% +$136K 0.56% 56
2025
Q1
$434K Buy
855
+184
+27% +$93.5K 0.46% 66
2024
Q4
$334K Buy
+671
New +$334K 0.35% 75