Inverness Counsel’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
2022
Q3
$1.32M Buy
2022
Q2
$1.36M Sell
2022
Q1
$1.66M Buy
2021
Q4
$964K Sell
2021
Q3
$1.23M Buy
2021
Q2
$660K Buy
2020
Q4
Sell
2020
Q3
$2.44M Buy
2020
Q2
$456K Buy