EFG Asset Management (Americas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.33M | Sell |
10,942
-587
| -5% | -$314K | 0.92% | 35 |
|
|
2025
Q2 | $6.08M | Sell |
11,529
-35
| -0.3% | -$17.5K | 1.12% | 27 |
|
|
2025
Q1 | $5.88M | Sell |
11,564
-3,442
| -23% | -$1.76M | 1.19% | 24 |
|
|
2024
Q4 | $7.47M | Sell |
15,006
-312
| -2% | -$158K | 1.45% | 17 |
|
|
2024
Q3 | $7.91M | Sell |
15,318
-752
| -5% | -$372K | 1.55% | 19 |
|
|
2024
Q2 | $7.17M | Buy |
16,070
+4,881
| +44% | +$2.09M | 1.4% | 23 |
|
|
2024
Q1 | $4.76M | Sell |
11,189
-4,833
| -30% | -$2.09M | 1.45% | 20 |
|
|
2023
Q4 | $7.06M | Buy |
16,022
+6,485
| +68% | +$2.56M | 1.52% | 16 |
|
|
2023
Q3 | $3.49M | Buy |
9,537
+137
| +1% | +$53.9K | 0.84% | 38 |
|
|
2023
Q2 | $3.77M | Sell |
9,400
-11,210
| -54% | -$4.1M | 0.87% | 39 |
|
|
2023
Q1 | $7.11M | Sell |
20,610
-2,668
| -11% | -$939K | 1.7% | 14 |
|
|
2022
Q4 | $7.8M | Sell |
23,278
-1,526
| -6% | -$503K | 1.93% | 12 |
|
|
2022
Q3 | $7.6M | Sell |
24,804
-1,618
| -6% | -$579K | 1.92% | 15 |
|
|
2022
Q2 | $8.93M | Sell |
26,422
-649
| -2% | -$231K | 2.11% | 12 |
|
|
2022
Q1 | $11.1M | Buy |
27,071
+1,822
| +7% | +$742K | 2.06% | 10 |
|
|
2021
Q4 | $11.9M | Sell |
25,249
-9,342
| -27% | -$4.27M | 2.01% | 15 |
|
|
2021
Q3 | $14.7M | Buy |
34,591
+2,033
| +6% | +$881K | 2.62% | 6 |
|
|
2021
Q2 | $13.4M | Buy |
32,558
+167
| +0.5% | +$64.2K | 2.49% | 5 |
|
|
2021
Q1 | $11.5M | Buy |
32,391
+987
| +3% | +$328K | 2.34% | 5 |
|
|
2020
Q4 | $10.3M | Buy |
31,404
+1,198
| +4% | +$404K | 2.11% | 8 |
|
|
2020
Q3 | $10.9M | Buy |
30,206
+1,696
| +6% | +$598K | 2.45% | 4 |
|
|
2020
Q2 | $9.39M | Buy |
28,510
+78
| +0.3% | +$23.5K | 2.44% | 5 |
|
|
2020
Q1 | $6.97M | Buy |
28,432
+1,960
| +7% | +$538K | 2.24% | 7 |
|
|
2019
Q4 | $7.23M | Buy |
26,472
+956
| +4% | +$248K | 1.91% | 14 |
|
|
2019
Q3 | $6.25M | Sell |
25,516
-265
| -1% | -$66.2K | 1.88% | 13 |
|
|
2019
Q2 | $5.87M | Buy |
25,781
+869
| +3% | +$190K | 1.67% | 13 |
|
|
2019
Q1 | $5.25M | Buy |
24,912
+490
| +2% | +$94.9K | 1.59% | 16 |
|
|
2018
Q4 | $4.15M | Buy |
24,422
+613
| +3% | +$110K | 1.49% | 18 |
|
|
2018
Q3 | $4.65M | Buy |
23,809
+871
| +4% | +$180K | 1.33% | 24 |
|
|
2018
Q2 | $4.68M | Buy |
22,938
+5,825
| +34% | +$1.15M | 1.41% | 20 |
|
|
2018
Q1 | $3.27M | Buy |
17,113
+5,512
| +48% | +$1.02M | 1.36% | 19 |
|
|
2017
Q4 | $1.97M | Buy |
11,601
+1,284
| +12% | +$210K | 0.71% | 41 |
|
|
2017
Q3 | $1.61M | Buy |
+10,317
| New | +$1.57M | 0.61% | 46 |
|
Other funds holding SPGI
EFG Asset Management (Americas)'s SPGI Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its S&P Global (SPGI) stake by 5.1% in Q3 2025, selling an estimated $314K and leaving 10,942 shares worth $5.33M. The position accounts for 0.92% of the portfolio, ranked #35.
EFG Asset Management (Americas) first reported a position in SPGI in Q3 2017 and has held it in 33 quarters since. The position peaked at $14.7M in Q3 2021. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.
- EFG Asset Management (Americas) held 10,942 shares of S&P Global worth $5.33M as of Q3 2025.
- EFG Asset Management (Americas) sold 587 S&P Global shares in Q3 2025, an estimated $314K.
- S&P Global made up 0.92% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #35 holding.
- EFG Asset Management (Americas) first reported a position in S&P Global in Q3 2017 and has held it in 33 quarters since.
- EFG Asset Management (Americas)'s S&P Global position peaked at $14.7M in Q3 2021.
- 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.