Orbis Allan Gray’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
2023
Q1
Sell
2022
Q4
$20M Hold
2022
Q3
$18.3M Buy
2022
Q2
$20M Buy
2022
Q1
$23.1M Buy
2021
Q4
$6.26M Hold
2021
Q3
$5.64M Hold
2021
Q2
$5.45M Sell
2021
Q1
$11.4M Buy
2020
Q1
Sell
2019
Q4
$341M Sell
2019
Q3
$372M Sell
2019
Q2
$464M Buy
2019
Q1
$283M Buy