Kovitz Investment Group Partners’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 | $9.61M | Sell |
18,222
-17,007
| -48% | -$8.97M | 0.04% | 318 |
|
|
2025
Q1 | $17.9M | Buy |
35,229
+2,493
| +8% | +$1.27M | 0.09% | 186 |
|
|
2024
Q4 | $16.3M | Buy |
32,736
+17,047
| +109% | +$8.5M | 0.08% | 202 |
|
|
2024
Q3 | $6.01M | Buy |
15,689
+3,073
| +24% | +$1.18M | 0.04% | 315 |
|
|
2024
Q2 | $5.63M | Buy |
12,616
+11,830
| +1,505% | +$5.28M | 0.05% | 266 |
|
|
2024
Q1 | $334K | Buy |
786
+209
| +36% | +$88.9K | ﹤0.01% | 567 |
|
|
2023
Q4 | $254K | Buy |
+577
| New | +$254K | ﹤0.01% | 375 |
|
|
2023
Q2 | – | Sell |
-774
| Closed | -$267K | – | 434 |
|
|
2023
Q1 | $267K | Sell |
774
-19
| -2% | -$6.55K | ﹤0.01% | 379 |
|
|
2022
Q4 | $266K | Buy |
+793
| New | +$266K | 0.01% | 365 |
|
|
2022
Q3 | – | Sell |
-713
| Closed | -$240K | – | 409 |
|
|
2022
Q2 | $240K | Buy |
713
+66
| +10% | +$22.2K | 0.01% | 382 |
|
|
2022
Q1 | $265K | Buy |
+647
| New | +$265K | 0.01% | 379 |
|
|
2020
Q4 | – | Sell |
-3,375
| Closed | -$1.22M | – | 405 |
|
|
2020
Q3 | $1.22M | Buy |
+3,375
| New | +$1.22M | 0.03% | 241 |
|