Cumberland Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Sell |
4,941
-88,299
| -95% | -$41M | 0.16% | 90 |
|
|
2025
Q4 | $48.7M | Sell |
93,240
-3,006
| -3% | -$1.49M | 2.98% | 10 |
|
|
2025
Q3 | $46.8M | Sell |
96,246
-1,856
| -2% | -$994K | 3.06% | 8 |
|
|
2025
Q2 | $51.7M | Buy |
98,102
+1,102
| +1% | +$550K | 3.59% | 5 |
|
|
2025
Q1 | $49.3M | Sell |
97,000
-1,423
| -1% | -$727K | 3.8% | 5 |
|
|
2024
Q4 | $49M | Buy |
98,423
+263
| +0.3% | +$133K | 3.42% | 7 |
|
|
2024
Q3 | $50.7M | Sell |
98,160
-819
| -0.8% | -$405K | 3.52% | 6 |
|
|
2024
Q2 | $44.1M | Sell |
98,979
-1,965
| -2% | -$843K | 3.21% | 6 |
|
|
2024
Q1 | $42.9M | Buy |
100,944
+5,069
| +5% | +$2.2M | 3.12% | 5 |
|
|
2023
Q4 | $36.5M | Buy |
95,875
+1,633
| +2% | +$644K | 3.34% | 6 |
|
|
2023
Q3 | $34.4M | Buy |
94,242
+1,197
| +1% | +$471K | 3.31% | 6 |
|
|
2023
Q2 | $37.3M | Sell |
93,045
-2,323
| -2% | -$849K | 3.42% | 5 |
|
|
2023
Q1 | $32.9M | Buy |
95,368
+1,711
| +2% | +$602K | 3.23% | 7 |
|
|
2022
Q4 | $31.4M | Buy |
93,657
+3,804
| +4% | +$1.25M | 3.31% | 8 |
|
|
2022
Q3 | $27.4M | Sell |
89,853
-3,570
| -4% | -$1.28M | 2.91% | 12 |
|
|
2022
Q2 | $31.5M | Sell |
93,423
-3,485
| -4% | -$1.24M | 3% | 8 |
|
|
2022
Q1 | $39.8M | Sell |
96,908
-842
| -0.9% | -$343K | 3.01% | 6 |
|
|
2021
Q4 | $46.1M | Buy |
97,750
+29,970
| +44% | +$13.7M | 3.24% | 5 |
|
|
2021
Q3 | $28.8M | Buy |
67,780
+3,182
| +5% | +$1.38M | 2.36% | 9 |
|
|
2021
Q2 | $26.5M | Sell |
64,598
-2,092
| -3% | -$804K | 2.08% | 12 |
|
|
2021
Q1 | $23.5M | Sell |
66,690
-1,457
| -2% | -$485K | 1.94% | 15 |
|
|
2020
Q4 | $22.4M | Sell |
68,147
-11,775
| -15% | -$3.97M | 2.01% | 15 |
|
|
2020
Q3 | $28.8M | Buy |
79,922
+4,376
| +6% | +$1.54M | 3.01% | 7 |
|
|
2020
Q2 | $24.9M | Sell |
75,546
-650
| -0.9% | -$195K | 2.58% | 10 |
|
|
2020
Q1 | $18.7M | Buy |
76,196
+57,984
| +318% | +$15.9M | 2.25% | 13 |
|
|
2019
Q4 | $4.97M | Sell |
18,212
-2,810
| -13% | -$730K | 0.44% | 59 |
|
|
2019
Q3 | $5.15M | Buy |
21,022
+3,125
| +17% | +$781K | 0.5% | 55 |
|
|
2019
Q2 | $4.08M | Sell |
17,897
-180
| -1% | -$39.3K | 0.39% | 62 |
|
|
2019
Q1 | $3.81M | Sell |
18,077
-770
| -4% | -$149K | 0.38% | 61 |
|
|
2018
Q4 | $3.2M | Buy |
18,847
+1,510
| +9% | +$270K | 0.36% | 56 |
|
|
2018
Q3 | $3.39M | Sell |
17,337
-1,870
| -10% | -$386K | 0.32% | 66 |
|
|
2018
Q2 | $3.92M | Buy |
19,207
+7,022
| +58% | +$1.39M | 0.39% | 57 |
|
|
2018
Q1 | $2.33M | Buy |
12,185
+20
| +0.2% | +$3.69K | 0.33% | 44 |
|
|
2017
Q4 | $2.06M | Buy |
+12,165
| New | +$1.99M | 0.27% | 47 |
|
Other funds holding SPGI
VCM
VPM
Cumberland Partners's SPGI Position: Q1 2026 in Review
Cumberland Partners reduced its S&P Global (SPGI) stake by 95% in Q1 2026, selling an estimated $41M and leaving 4,941 shares worth $2.1M. The position accounts for 0.16% of the portfolio, ranked #90.
Cumberland Partners first reported a position in SPGI in Q4 2017 and has held it in 34 quarters since. The position peaked at $51.7M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Cumberland Partners held 4,941 shares of S&P Global worth $2.1M as of Q1 2026.
- Cumberland Partners sold 88,299 S&P Global shares in Q1 2026, an estimated $41M.
- S&P Global made up 0.16% of Cumberland Partners's portfolio in Q1 2026, its #90 holding.
- Cumberland Partners first reported a position in S&P Global in Q4 2017 and has held it in 34 quarters since.
- Cumberland Partners's S&P Global position peaked at $51.7M in Q2 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.