LI
LMCG Investments’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
19,040
-834
| -4% | -$440K | 0.63% | 50 |
|
|
2025
Q1 | $10.1M | Sell |
19,874
-851
| -4% | -$432K | 0.67% | 48 |
|
|
2024
Q4 | $10.3M | Sell |
20,725
-1,320
| -6% | -$657K | 0.63% | 51 |
|
|
2024
Q3 | $11.4M | Buy |
22,045
+2,130
| +11% | +$1.1M | 0.68% | 54 |
|
|
2024
Q2 | $8.88M | Sell |
19,915
-248
| -1% | -$111K | 0.52% | 71 |
|
|
2024
Q1 | $8.58M | Sell |
20,163
-202
| -1% | -$85.9K | 0.5% | 76 |
|
|
2023
Q4 | $8.97M | Buy |
20,365
+1,432
| +8% | +$631K | 0.56% | 67 |
|
|
2023
Q3 | $6.92M | Sell |
18,933
-1,050
| -5% | -$384K | 0.47% | 75 |
|
|
2023
Q2 | $8.01M | Sell |
19,983
-430
| -2% | -$172K | 0.52% | 69 |
|
|
2023
Q1 | $7.04M | Sell |
20,413
-282
| -1% | -$97.2K | 0.47% | 77 |
|
|
2022
Q4 | $6.93M | Sell |
20,695
-90
| -0.4% | -$30.1K | 0.48% | 71 |
|
|
2022
Q3 | $6.35M | Buy |
20,785
+5,586
| +37% | +$1.71M | 0.46% | 70 |
|
|
2022
Q2 | $5.12M | Buy |
15,199
+2,281
| +18% | +$769K | 0.35% | 87 |
|
|
2022
Q1 | $5.3M | Buy |
+12,918
| New | +$5.3M | 0.31% | 96 |
|