Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479M | Sell |
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|
2025
Q1 | $471M | Sell |
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|
2024
Q4 | $540M | Buy |
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|
2024
Q3 | $559M | Buy |
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|
2024
Q2 | $478M | Buy |
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|
2024
Q1 | $442M | Buy |
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|
2023
Q4 | $446M | Sell |
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|
2023
Q3 | $378M | Buy |
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|
2023
Q2 | $290M | Buy |
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|
2023
Q1 | $244M | Sell |
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|
2022
Q4 | $239M | Sell |
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|
2022
Q3 | $220M | Sell |
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|
2022
Q2 | $258M | Buy |
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|
2022
Q1 | $310M | Buy |
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|
2021
Q4 | $270M | Buy |
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|
2021
Q3 | $239M | Buy |
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|
2021
Q2 | $207M | Buy |
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|
2021
Q1 | $133M | Buy |
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|
2020
Q4 | $93.5M | Buy |
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|
2020
Q3 | $98.8M | Buy |
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|
2020
Q2 | $89.5M | Buy |
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|
2020
Q1 | $32.9M | Buy |
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|
2019
Q4 | $25.1M | Sell |
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|
2019
Q3 | $46.2M | Buy |
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|
2019
Q2 | $29.2M | Sell |
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|
2019
Q1 | $49.2M | Buy |
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|
2018
Q4 | $37.8M | Buy |
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|
2018
Q3 | $17.3M | Buy |
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|
2018
Q2 | $15.6M | Buy |
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|
2018
Q1 | $2.87M | Sell |
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|
2017
Q4 | $8.65M | Buy |
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|
2017
Q3 | $3.77M | Sell |
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|
2017
Q2 | $7.51M | Buy |
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|
2017
Q1 | $6.32M | Buy |
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|
2016
Q4 | $3.79M | Buy |
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|
2016
Q3 | $2.17M | Sell |
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|
2016
Q2 | $2.86M | Buy |
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