EOJOAM
E. Ohman J:or Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Sell |
13,222
-564
| -4% | -$297K | 0.17% | 73 |
|
|
2025
Q1 | $7M | Sell |
13,786
-834
| -6% | -$424K | 0.19% | 71 |
|
|
2024
Q4 | $7.28M | Buy |
14,620
+1,520
| +12% | +$757K | 0.17% | 73 |
|
|
2024
Q3 | $6.77M | Sell |
13,100
-640
| -5% | -$331K | 0.17% | 72 |
|
|
2024
Q2 | $6.13M | Buy |
13,740
+640
| +5% | +$285K | 0.15% | 78 |
|
|
2024
Q1 | $5.57M | Buy |
13,100
+300
| +2% | +$128K | 0.14% | 79 |
|
|
2023
Q4 | $5.64M | Sell |
12,800
-2,100
| -14% | -$925K | 0.21% | 67 |
|
|
2023
Q3 | $5.44M | Hold |
14,900
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $5.97M | Sell |
14,900
-300
| -2% | -$120K | 0.22% | 67 |
|
|
2023
Q1 | $5.24M | Buy |
15,200
+700
| +5% | +$241K | 0.21% | 75 |
|
|
2022
Q4 | $4.86M | Sell |
14,500
-500
| -3% | -$167K | 0.21% | 75 |
|
|
2022
Q3 | $4.58M | Sell |
15,000
-1,300
| -8% | -$397K | 0.21% | 76 |
|
|
2022
Q2 | $5.49M | Buy |
16,300
+900
| +6% | +$303K | 0.24% | 70 |
|
|
2022
Q1 | $6.32M | Sell |
15,400
-73,034
| -83% | -$30M | 0.21% | 74 |
|
|
2021
Q4 | $41.7M | Sell |
88,434
-6,358
| -7% | -$3M | 1.2% | 24 |
|
|
2021
Q3 | $40.3M | Buy |
94,792
+500
| +0.5% | +$212K | 1.27% | 22 |
|
|
2021
Q2 | $38.7M | Buy |
94,292
+2,213
| +2% | +$908K | 1.21% | 24 |
|
|
2021
Q1 | $32.5M | Sell |
92,079
-4,230
| -4% | -$1.49M | 1.17% | 24 |
|
|
2020
Q4 | $31.7M | Buy |
96,309
+19,406
| +25% | +$6.38M | 1.29% | 23 |
|
|
2020
Q3 | $27.7M | Buy |
76,903
+200
| +0.3% | +$72.1K | 1.37% | 20 |
|
|
2020
Q2 | $25.3M | Buy |
76,703
+5,583
| +8% | +$1.84M | 1.45% | 21 |
|
|
2020
Q1 | $17.4M | Buy |
71,120
+58,820
| +478% | +$14.4M | 1.28% | 25 |
|
|
2019
Q4 | $3.36M | Buy |
12,300
+800
| +7% | +$218K | 0.19% | 78 |
|
|
2019
Q3 | $2.82M | Buy |
11,500
+1,400
| +14% | +$343K | 0.18% | 74 |
|
|
2019
Q2 | $2.3M | Sell |
10,100
-300
| -3% | -$68.3K | 0.15% | 83 |
|
|
2019
Q1 | $2.19M | Sell |
10,400
-500
| -5% | -$105K | 0.15% | 87 |
|
|
2018
Q4 | $1.85M | Sell |
10,900
-1,500
| -12% | -$255K | 0.13% | 98 |
|
|
2018
Q3 | $2.42M | Buy |
12,400
+1,600
| +15% | +$313K | 0.16% | 99 |
|
|
2018
Q2 | $2.2M | Buy |
10,800
+3,200
| +42% | +$652K | 0.16% | 102 |
|
|
2018
Q1 | $1.45M | Hold |
7,600
| – | – | 0.12% | 111 |
|
|
2017
Q4 | $1.29M | Buy |
7,600
+300
| +4% | +$50.8K | 0.1% | 127 |
|
|
2017
Q3 | $1.14M | Buy |
7,300
+200
| +3% | +$31.3K | 0.1% | 134 |
|
|
2017
Q2 | $1.04M | Hold |
7,100
| – | – | 0.1% | 139 |
|
|
2017
Q1 | $928K | Buy |
7,100
+1,300
| +22% | +$170K | 0.11% | 150 |
|
|
2016
Q4 | $624K | Hold |
5,800
| – | – | 0.09% | 179 |
|
|
2016
Q3 | $734K | Buy |
5,800
+900
| +18% | +$114K | 0.11% | 145 |
|
|
2016
Q2 | $526K | Buy |
+4,900
| New | +$526K | 0.09% | 169 |
|