Kovitz Investment Group Partners’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
Q3 | $7.55M | Sell |
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|
2025
Q2 | $9.61M | Sell |
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|
2025
Q1 | $17.9M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $6.01M | Buy |
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|
2024
Q2 | $5.63M | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.22M | Buy |
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