Oliver Lagore Vanvalin Investment Group’s S&P Global SPGI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$26.5K	Buy	+52	New	+$26K	0.01%	313
2024 Q4	$31.4K	Buy	63 +8	+15%	+$4.06K	0.01%	303
2024 Q3	$28.5K	Buy	55 +8	+17%	+$3.96K	0.01%	309
2024 Q2	$21K	Sell	47 -21	-31%	-$9.01K	0.01%	331
2024 Q1	$29K	Buy	68 +4	+6%	+$1.73K	0.01%	301
2023 Q4	$28.2K	Buy	64 +25	+64%	+$9.87K	0.01%	276
2023 Q3	$14.3K	Sell	39 -9	-19%	-$3.54K	0.01%	387
2023 Q2	$19.3K	Sell	48 -1	-2%	-$365	0.01%	374
2023 Q1	$16.9K	Buy	49 +6	+14%	+$2.11K	0.01%	307
2022 Q4	$14.4K	Hold	43	–	–	0.01%	318
2022 Q3	$13K	Sell	43 -3	-7%	-$1.07K	0.01%	306
2022 Q2	$16K	Buy	46 +2	+5%	+$713	0.01%	285
2022 Q1	$18K	Buy	+44	New	+$17.9K	0.01%	267

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's SPGI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in S&P Global (SPGI) in Q2 2025: 52 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPGI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $31.4K in Q4 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 52 shares of S&P Global worth $26.5K as of Q2 2025.
S&P Global was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
S&P Global made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #313 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's S&P Global position peaked at $31.4K in Q4 2024.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.