E. Ohman J:or Asset Management’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
Q2 | $4.04M | Sell |
10,476
-3,300
| -24% | -$1.39M | 0.09% | 112 |
|
|
2026
Q1 | $5.86M | Buy |
13,776
+3,000
| +28% | +$1.39M | 0.15% | 85 |
|
|
2025
Q4 | $5.63M | Sell |
10,776
-2,446
| -18% | -$1.21M | 0.13% | 89 |
|
|
2025
Q3 | $6.44M | Hold |
13,222
| – | – | 0.15% | 78 |
|
|
2025
Q2 | $6.97M | Sell |
13,222
-564
| -4% | -$281K | 0.17% | 73 |
|
|
2025
Q1 | $7M | Sell |
13,786
-834
| -6% | -$426K | 0.19% | 71 |
|
|
2024
Q4 | $7.28M | Buy |
14,620
+1,520
| +12% | +$771K | 0.17% | 73 |
|
|
2024
Q3 | $6.77M | Sell |
13,100
-640
| -5% | -$317K | 0.17% | 72 |
|
|
2024
Q2 | $6.13M | Buy |
13,740
+640
| +5% | +$275K | 0.15% | 78 |
|
|
2024
Q1 | $5.57M | Buy |
13,100
+300
| +2% | +$130K | 0.14% | 79 |
|
|
2023
Q4 | $5.64M | Sell |
12,800
-2,100
| -14% | -$829K | 0.21% | 67 |
|
|
2023
Q3 | $5.44M | Hold |
14,900
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $5.97M | Sell |
14,900
-300
| -2% | -$110K | 0.22% | 67 |
|
|
2023
Q1 | $5.24M | Buy |
15,200
+700
| +5% | +$246K | 0.21% | 75 |
|
|
2022
Q4 | $4.86M | Sell |
14,500
-500
| -3% | -$165K | 0.21% | 75 |
|
|
2022
Q3 | $4.58M | Sell |
15,000
-1,300
| -8% | -$465K | 0.21% | 76 |
|
|
2022
Q2 | $5.49M | Buy |
16,300
+900
| +6% | +$321K | 0.24% | 70 |
|
|
2022
Q1 | $6.32M | Sell |
15,400
-73,034
| -83% | -$29.7M | 0.21% | 74 |
|
|
2021
Q4 | $41.7M | Sell |
88,434
-6,358
| -7% | -$2.91M | 1.2% | 24 |
|
|
2021
Q3 | $40.3M | Buy |
94,792
+500
| +0.5% | +$217K | 1.27% | 22 |
|
|
2021
Q2 | $38.7M | Buy |
94,292
+2,213
| +2% | +$850K | 1.21% | 24 |
|
|
2021
Q1 | $32.5M | Sell |
92,079
-4,230
| -4% | -$1.41M | 1.17% | 24 |
|
|
2020
Q4 | $31.7M | Buy |
96,309
+19,406
| +25% | +$6.55M | 1.29% | 23 |
|
|
2020
Q3 | $27.7M | Buy |
76,903
+200
| +0.3% | +$70.6K | 1.37% | 20 |
|
|
2020
Q2 | $25.3M | Buy |
76,703
+5,583
| +8% | +$1.68M | 1.45% | 21 |
|
|
2020
Q1 | $17.4M | Buy |
71,120
+58,820
| +478% | +$16.1M | 1.28% | 25 |
|
|
2019
Q4 | $3.36M | Buy |
12,300
+800
| +7% | +$208K | 0.19% | 78 |
|
|
2019
Q3 | $2.82M | Buy |
11,500
+1,400
| +14% | +$350K | 0.18% | 74 |
|
|
2019
Q2 | $2.3M | Sell |
10,100
-300
| -3% | -$65.5K | 0.15% | 83 |
|
|
2019
Q1 | $2.19M | Sell |
10,400
-500
| -5% | -$96.8K | 0.15% | 87 |
|
|
2018
Q4 | $1.85M | Sell |
10,900
-1,500
| -12% | -$269K | 0.13% | 98 |
|
|
2018
Q3 | $2.42M | Buy |
12,400
+1,600
| +15% | +$330K | 0.16% | 99 |
|
|
2018
Q2 | $2.2M | Buy |
10,800
+3,200
| +42% | +$632K | 0.16% | 102 |
|
|
2018
Q1 | $1.45M | Hold |
7,600
| – | – | 0.12% | 111 |
|
|
2017
Q4 | $1.29M | Buy |
7,600
+300
| +4% | +$49K | 0.1% | 127 |
|
|
2017
Q3 | $1.14M | Buy |
7,300
+200
| +3% | +$30.4K | 0.1% | 134 |
|
|
2017
Q2 | $1.04M | Hold |
7,100
| – | – | 0.1% | 139 |
|
|
2017
Q1 | $928K | Buy |
7,100
+1,300
| +22% | +$162K | 0.11% | 150 |
|
|
2016
Q4 | $624K | Hold |
5,800
| – | – | 0.09% | 179 |
|
|
2016
Q3 | $734K | Buy |
5,800
+900
| +18% | +$108K | 0.11% | 145 |
|
|
2016
Q2 | $526K | Buy |
+4,900
| New | +$526K | 0.09% | 169 |
|
Other funds holding SPGI
RCWMU
E. Ohman J:or Asset Management's SPGI Position: Q2 2026 in Review
E. Ohman J:or Asset Management reduced its S&P Global (SPGI) stake by 24% in Q2 2026, selling an estimated $1.39M and leaving 10,476 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #112.
E. Ohman J:or Asset Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $41.7M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- E. Ohman J:or Asset Management held 10,476 shares of S&P Global worth $4.04M as of Q2 2026.
- E. Ohman J:or Asset Management sold 3,300 S&P Global shares in Q2 2026, an estimated $1.39M.
- S&P Global made up 0.09% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #112 holding.
- E. Ohman J:or Asset Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- E. Ohman J:or Asset Management's S&P Global position peaked at $41.7M in Q4 2021.
- 1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.