Douglass Winthrop Advisors’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 | $108M | Buy |
254,542
+16,769
| +7% | +$7.79M | 1.98% | 19 |
|
|
2025
Q4 | $124M | Sell |
237,773
-7,687
| -3% | -$3.8M | 2.17% | 16 |
|
|
2025
Q3 | $119M | Sell |
245,460
-1,441
| -0.6% | -$772K | 2.08% | 18 |
|
|
2025
Q2 | $130M | Buy |
246,901
+2,105
| +0.9% | +$1.05M | 2.35% | 17 |
|
|
2025
Q1 | $124M | Sell |
244,796
-5,247
| -2% | -$2.68M | 2.37% | 18 |
|
|
2024
Q4 | $125M | Sell |
250,043
-4,091
| -2% | -$2.08M | 2.42% | 15 |
|
|
2024
Q3 | $131M | Sell |
254,134
-4,356
| -2% | -$2.16M | 2.5% | 14 |
|
|
2024
Q2 | $115M | Sell |
258,490
-1,000
| -0.4% | -$429K | 2.35% | 15 |
|
|
2024
Q1 | $110M | Sell |
259,490
-546
| -0.2% | -$237K | 2.27% | 18 |
|
|
2023
Q4 | $115M | Buy |
260,036
+2,599
| +1% | +$1.03M | 2.56% | 13 |
|
|
2023
Q3 | $94.1M | Buy |
257,437
+2,494
| +1% | +$981K | 2.33% | 17 |
|
|
2023
Q2 | $102M | Buy |
254,943
+10,839
| +4% | +$3.96M | 2.44% | 14 |
|
|
2023
Q1 | $84.2M | Buy |
244,104
+7,382
| +3% | +$2.6M | 2.18% | 24 |
|
|
2022
Q4 | $79.3M | Buy |
236,722
+9,906
| +4% | +$3.27M | 2.17% | 23 |
|
|
2022
Q3 | $69.3M | Buy |
226,816
+4,899
| +2% | +$1.75M | 2.09% | 23 |
|
|
2022
Q2 | $74.8M | Buy |
221,917
+3,720
| +2% | +$1.33M | 2.11% | 22 |
|
|
2022
Q1 | $89.5M | Buy |
218,197
+12,047
| +6% | +$4.91M | 2.11% | 20 |
|
|
2021
Q4 | $97.3M | Buy |
206,150
+4,192
| +2% | +$1.92M | 2.18% | 19 |
|
|
2021
Q3 | $85.8M | Buy |
201,958
+7,292
| +4% | +$3.16M | 2.1% | 22 |
|
|
2021
Q2 | $79.9M | Buy |
194,666
+13,319
| +7% | +$5.12M | 1.96% | 24 |
|
|
2021
Q1 | $64M | Buy |
181,347
+175,576
| +3,042% | +$58.4M | 1.72% | 28 |
|
|
2020
Q4 | $1.9M | Buy |
5,771
+1,779
| +45% | +$600K | 0.05% | 101 |
|
|
2020
Q3 | $1.44M | Buy |
3,992
+2,623
| +192% | +$925K | 0.05% | 106 |
|
|
2020
Q2 | $451K | Buy |
1,369
+241
| +21% | +$72.5K | 0.02% | 171 |
|
|
2020
Q1 | $276K | Buy |
+1,128
| New | +$309K | 0.01% | 205 |
|
|
2019
Q1 | – | Sell |
-8,000
| Closed | -$1.36M | – | 249 |
|
|
2018
Q4 | $1.36M | Hold |
8,000
| – | – | 0.07% | 102 |
|
|
2018
Q3 | $1.56M | Hold |
8,000
| – | – | 0.07% | 101 |
|
|
2018
Q2 | $1.63M | Hold |
8,000
| – | – | 0.07% | 117 |
|
|
2018
Q1 | $1.53M | Hold |
8,000
| – | – | 0.07% | 122 |
|
|
2017
Q4 | $1.35M | Hold |
8,000
| – | – | 0.07% | 108 |
|
|
2017
Q3 | $1.25M | Hold |
8,000
| – | – | 0.07% | 111 |
|
|
2017
Q2 | $1.17M | Hold |
8,000
| – | – | 0.07% | 110 |
|
|
2017
Q1 | $1.05M | Hold |
8,000
| – | – | 0.07% | 117 |
|
|
2016
Q4 | $860K | Sell |
8,000
-184
| -2% | -$22K | 0.06% | 122 |
|
|
2016
Q3 | $1.04M | Buy |
8,184
+184
| +2% | +$22.1K | 0.07% | 117 |
|
|
2016
Q2 | $858K | Buy |
+8,000
| New | +$859K | 0.06% | 124 |
|
Other funds holding SPGI
VCM
VPM
