Montag & Caldwell’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
Q2 | $12.6M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $15.7M | Sell |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $18.7M | Sell |
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|
2020
Q3 | $20.9M | Sell |
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|
2020
Q2 | $27.4M | Sell |
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|
2020
Q1 | $43.5M | Sell |
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|
2019
Q4 | $70.6M | Sell |
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|
2019
Q3 | $65.4M | Sell |
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|
2019
Q2 | $61.5M | Sell |
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|
2019
Q1 | $71.4M | Sell |
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|
2018
Q4 | $63M | Sell |
|
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|
2018
Q3 | $91.3M | Sell |
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|
2018
Q2 | $99.9M | Sell |
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|
2018
Q1 | $109M | Buy |
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|
2017
Q4 | $87.2M | Sell |
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|
2017
Q3 | $89.1M | Sell |
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|
2017
Q2 | $88.6M | Sell |
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|
2017
Q1 | $80.7M | Buy |
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