Lebenthal Global Advisors’s S&P Global SPGI Stock Holding History

Lebenthal Global Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.48M	Buy
2025 Q1	$1.27M	Sell
2024 Q4	$1.31M	Buy
2024 Q3	$1.17M	Buy
2022 Q3	–	Sell
2022 Q2	$383K	Buy
2022 Q1	$454K	Buy
2021 Q4	$478K	Buy