Everence Capital 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
Q1 | $2.1M | Buy |
4,938
+1,204
| +32% | +$559K | 0.13% | 145 |
|
|
2025
Q4 | $1.95M | Sell |
3,734
-2,850
| -43% | -$1.41M | 0.12% | 137 |
|
|
2025
Q3 | $3.2M | Hold |
6,584
| – | – | 0.19% | 100 |
|
|
2025
Q2 | $3.47M | Sell |
6,584
-910
| -12% | -$454K | 0.22% | 74 |
|
|
2025
Q1 | $3.81M | Buy |
7,494
+150
| +2% | +$76.6K | 0.26% | 72 |
|
|
2024
Q4 | $3.66M | Sell |
7,344
-3,780
| -34% | -$1.92M | 0.24% | 66 |
|
|
2024
Q3 | $5.75M | Hold |
11,124
| – | – | 0.36% | 42 |
|
|
2024
Q2 | $4.63K | Sell |
11,124
-1,000
| -8% | -$429K | 0.32% | 51 |
|
|
2024
Q1 | $5.16K | Sell |
12,124
-1,040
| -8% | -$451K | 0.34% | 49 |
|
|
2023
Q4 | $5.8M | Buy |
13,164
+1,490
| +13% | +$588K | 0.41% | 40 |
|
|
2023
Q3 | $4.27K | Buy |
11,674
+870
| +8% | +$342K | 0.33% | 52 |
|
|
2023
Q2 | $3.97M | Hold |
10,804
| – | – | 0.32% | 51 |
|
|
2023
Q1 | $3.73K | Hold |
10,804
| – | – | 0.3% | 57 |
|
|
2022
Q4 | $3.62K | Buy |
10,804
+1,500
| +16% | +$494K | 0.31% | 56 |
|
|
2022
Q3 | $2.84M | Buy |
9,304
+1,010
| +12% | +$361K | 0.26% | 71 |
|
|
2022
Q2 | $2.8M | Sell |
8,294
-1,361
| -14% | -$485K | 0.25% | 72 |
|
|
2022
Q1 | $3.96M | Buy |
9,655
+4,571
| +90% | +$1.86M | 0.3% | 69 |
|
|
2021
Q4 | $2.4M | Sell |
5,084
-3,190
| -39% | -$1.46M | 0.18% | 100 |
|
|
2021
Q3 | $3.52M | Hold |
8,274
| – | – | 0.29% | 61 |
|
|
2021
Q2 | $3.4M | Hold |
8,274
| – | – | 0.28% | 68 |
|
|
2021
Q1 | $2.92M | Hold |
8,274
| – | – | 0.27% | 69 |
|
|
2020
Q4 | $2.72M | Buy |
8,274
+920
| +13% | +$310K | 0.27% | 64 |
|
|
2020
Q3 | $2.65M | Buy |
7,354
+700
| +11% | +$247K | 0.29% | 61 |
|
|
2020
Q2 | $2.16M | Hold |
6,654
| – | – | 0.25% | 64 |
|
|
2020
Q1 | $1.63M | Hold |
6,654
| – | – | 0.23% | 74 |
|
|
2019
Q4 | $1.82M | Buy |
6,654
+1,526
| +30% | +$396K | 0.27% | 76 |
|
|
2019
Q3 | $1.26M | Hold |
5,128
| – | – | 0.2% | 109 |
|
|
2019
Q2 | $1.17M | Hold |
5,128
| – | – | 0.19% | 118 |
|
|
2019
Q1 | $1.08M | Hold |
5,128
| – | – | 0.19% | 115 |
|
|
2018
Q4 | $871K | Hold |
5,128
| – | – | 0.2% | 127 |
|
|
2018
Q3 | $1M | Hold |
5,128
| – | – | 0.2% | 132 |
|
|
2018
Q2 | $1.05M | Hold |
5,128
| – | – | 0.22% | 122 |
|
|
2018
Q1 | $980K | Hold |
5,128
| – | – | 0.22% | 126 |
|
|
2017
Q4 | $869K | Sell |
5,128
-2,128
| -29% | -$347K | 0.19% | 135 |
|
|
2017
Q3 | $1.13M | Hold |
7,256
| – | – | 0.26% | 111 |
|
|
2017
Q2 | $1.06M | Buy |
7,256
+1,210
| +20% | +$168K | 0.26% | 113 |
|
|
2017
Q1 | $790K | Sell |
6,046
-1,280
| -17% | -$159K | 0.21% | 135 |
|
|
2016
Q4 | $788K | Buy |
+7,326
| New | +$875K | 0.23% | 126 |
|
Other funds holding SPGI
VCM
VPM
Everence Capital Management's SPGI Position: Q1 2026 in Review
Everence Capital Management increased its S&P Global (SPGI) stake by 32% in Q1 2026, buying an estimated $559K and bringing the position to 4,938 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #145.
Everence Capital Management first reported a position in SPGI in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.8M in Q4 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Everence Capital Management held 4,938 shares of S&P Global worth $2.1M as of Q1 2026.
- Everence Capital Management bought 1,204 S&P Global shares in Q1 2026, an estimated $559K.
- S&P Global made up 0.13% of Everence Capital Management's portfolio in Q1 2026, its #145 holding.
- Everence Capital Management first reported a position in S&P Global in Q4 2016 and has held it in 38 quarters since.
- Everence Capital Management's S&P Global position peaked at $5.8M in Q4 2023.
- 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.