NorthCrest Asset Manangement’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
$1.52M Buy
2025
Q2
$1.62M Buy
2025
Q1
$1.12M Buy
2024
Q4
$994K Sell
2024
Q3
$1.05M Sell
2024
Q2
$918K Buy
2024
Q1
$848K Sell
2023
Q4
$892K Buy
2023
Q3
$699K Buy
2023
Q2
$722K Sell
2023
Q1
$710K Buy
2022
Q4
$417K Sell
2022
Q3
$548K Sell
2022
Q2
$607K Buy
2022
Q1
$437K Sell
2021
Q4
$850K Buy