Evelyn Partners Investment Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36.4M	Buy	44,738 +11,405	+34%	+$9.28M	1.51%	16
2025 Q1	$17.7M	Buy	+33,333	New	+$17.7M	0.8%	32